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 | $86,291 | $157,256-45.1% | $141,162-38.9% | $152,861-43.5% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 29.97% | 64.32%-34.4pp | 71.39%-41.4pp | 345.32%-315.3pp |
| Employer contribution / active EE | $5,717 | $5,261+8.7% | $4,735+20.7% | $4,762+20.0% |
| Participant deferral / active EE | $13,131 | $7,109+84.7% | $6,709+95.7% | $5,850+124.5% |
| Admin fee / account holder | $6,720 | $12,120-44.6% | $10,261-34.5% | $11,596-42.1% |