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 | $75,293 | $228,332-67.0% | $185,823-59.5% | $158,922-52.6% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 19.08% | 40.80%-21.7pp | 35.95%-16.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,384 | $4,967-52.0% | $4,087-41.7% | $4,761-49.9% |
| Participant deferral / active EE | $11,289 | $6,415+76.0% | $5,632+100.4% | $5,982+88.7% |
| Admin fee / account holder | $7,648 | $11,864-35.5% | $9,500-19.5% | $11,246-32.0% |