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 | $81,651 | $148,534-45.0% | $135,903-39.9% | $139,434-41.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.14% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,239 | $5,243-0.1% | $4,856+7.9% | $4,751+10.3% |
| Participant deferral / active EE | $10,165 | $8,100+25.5% | $7,758+31.0% | $6,710+51.5% |
| Admin fee / account holder | $4,891 | $12,400-60.6% | $10,762-54.6% | $11,403-57.1% |