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 | $136,019 | $185,822-26.8% | $169,993-20.0% | $139,434-2.4% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 15.25% | 60.50%-45.2pp | 53.37%-38.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $9,889 | $7,590+30.3% | $6,785+45.7% | $4,751+108.2% |
| Participant deferral / active EE | $5,723 | $11,622-50.8% | $10,408-45.0% | $6,710-14.7% |
| Admin fee / account holder | $8,596 | $15,381-44.1% | $12,815-32.9% | $11,403-24.6% |