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 | $81,739 | $112,096-27.1% | $95,952-14.8% | $158,922-48.6% |
| Participation rate | 82.6% | 79.0%+3.6pp | 77.1%+5.5pp | 82.0%+0.7pp |
| Annual return | 12.59% | 171.09%-158.5pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,198 | $3,198-31.3% | $2,541-13.5% | $4,761-53.8% |
| Participant deferral / active EE | $4,883 | $4,784+2.1% | $4,167+17.2% | $5,982-18.4% |
| Admin fee / account holder | $5,757 | $10,130-43.2% | $6,795-15.3% | $11,246-48.8% |