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 | $95,651 | $108,919-12.2% | $100,391-4.7% | $145,922-34.5% |
| Participation rate | 81.8% | 82.9%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 11.32% | 57.88%-46.6pp | 49.20%-37.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,472 | $4,419-21.4% | $3,942-11.9% | $4,660-25.5% |
| Participant deferral / active EE | $5,053 | $8,445-40.2% | $8,082-37.5% | $6,688-24.4% |
| Admin fee / account holder | $9,654 | $9,689-0.4% | $7,899+22.2% | $13,397-27.9% |