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 | $109,992 | $98,750+11.4% | $149,696-26.5% | $79,858+37.7% |
| Participation rate | 79.2% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.6pp |
| Annual return | 16.56% | 27.43%-10.9pp | 276.60%-260.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,506 | $3,216-22.1% | $4,644-46.0% | $2,471+1.4% |
| Participant deferral / active EE | $5,503 | $5,680-3.1% | $6,842-19.6% | $3,740+47.1% |
| Admin fee / account holder | $1,565 | $6,053-74.2% | $9,309-83.2% | $5,306-70.5% |