See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,234 | $179,726-69.8% | $156,263-65.3% | $142,382-61.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 13.58% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,991 | $5,069-1.6% | $4,333+15.2% | $4,299+16.1% |
| Participant deferral / active EE | $7,931 | $6,956+14.0% | $6,158+28.8% | $6,507+21.9% |
| Admin fee / account holder | $9,909 | $17,272-42.6% | $14,255-30.5% | $12,624-21.5% |