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 | $90,074 | $162,781-44.7% | $133,956-32.8% | $158,922-43.3% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 18.13% | 41.94%-23.8pp | 45.09%-27.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,673 | $4,975-26.2% | $3,919-6.3% | $4,761-22.9% |
| Participant deferral / active EE | $9,492 | $5,911+60.6% | $5,048+88.0% | $5,982+58.7% |
| Admin fee / account holder | $28,291 | $11,736+141.0% | $8,927+216.9% | $11,246+151.6% |