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 | $114,048 | $162,781-29.9% | $133,956-14.9% | $158,922-28.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 9.53% | 41.94%-32.4pp | 45.09%-35.6pp | 302.83%-293.3pp |
| Employer contribution / active EE | $8,333 | $4,975+67.5% | $3,919+112.7% | $4,761+75.0% |
| Participant deferral / active EE | $7,192 | $5,911+21.7% | $5,048+42.5% | $5,982+20.2% |
| Admin fee / account holder | $1,688 | $11,736-85.6% | $8,927-81.1% | $11,246-85.0% |