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 | $123,373 | $197,591-37.6% | $177,821-30.6% | $158,922-22.4% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.7%-1.1pp | 82.0%+4.7pp |
| Annual return | 7.98% | 58.76%-50.8pp | 48.32%-40.3pp | 302.83%-294.8pp |
| Employer contribution / active EE | $4,724 | $6,697-29.5% | $5,918-20.2% | $4,761-0.8% |
| Participant deferral / active EE | $7,968 | $8,405-5.2% | $7,714+3.3% | $5,982+33.2% |
| Admin fee / account holder | $4,697 | $15,399-69.5% | $12,427-62.2% | $11,246-58.2% |