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 | $84,732 | $112,096-24.4% | $95,952-11.7% | $158,922-46.7% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 20.05% | 171.09%-151.0pp | 91.61%-71.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,694 | $3,198+15.5% | $2,541+45.4% | $4,761-22.4% |
| Participant deferral / active EE | $4,450 | $4,784-7.0% | $4,167+6.8% | $5,982-25.6% |
| Admin fee / account holder | $16,806 | $10,130+65.9% | $6,795+147.3% | $11,246+49.4% |