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 | $99,124 | $152,587-35.0% | $125,175-20.8% | $152,861-35.2% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.4%+12.0pp |
| Annual return | 18.82% | 54.84%-36.0pp | 43.79%-25.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $4,329 | $4,946-12.5% | $3,865+12.0% | $4,762-9.1% |
| Participant deferral / active EE | $7,949 | $5,868+35.5% | $4,937+61.0% | $5,850+35.9% |
| Admin fee / account holder | $6,100 | $13,434-54.6% | $9,702-37.1% | $11,596-47.4% |