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 | $78,249 | $228,332-65.7% | $185,823-57.9% | $158,922-50.8% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 20.39% | 40.80%-20.4pp | 35.95%-15.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,875 | $4,967-42.1% | $4,087-29.7% | $4,761-39.6% |
| Participant deferral / active EE | $5,407 | $6,415-15.7% | $5,632-4.0% | $5,982-9.6% |
| Admin fee / account holder | $5,328 | $11,864-55.1% | $9,500-43.9% | $11,246-52.6% |