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 | $95,079 | $183,519-48.2% | $155,509-38.9% | $145,922-34.8% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 15.79% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,762 | $5,313-29.2% | $4,672-19.5% | $4,660-19.3% |
| Participant deferral / active EE | $8,017 | $6,462+24.0% | $5,626+42.5% | $6,688+19.9% |
| Admin fee / account holder | $2,500 | $19,313-87.1% | $15,912-84.3% | $13,397-81.3% |