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 | $89,624 | $115,770-22.6% | $101,248-11.5% | $158,922-43.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 28.88% | 56.14%-27.3pp | 46.47%-17.6pp | 302.83%-273.9pp |
| Employer contribution / active EE | $4,105 | $4,175-1.7% | $3,660+12.2% | $4,761-13.8% |
| Participant deferral / active EE | $9,778 | $4,957+97.3% | $4,370+123.8% | $5,982+63.5% |
| Admin fee / account holder | $10,251 | $7,245+41.5% | $5,945+72.4% | $11,246-8.8% |