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 | $80,313 | $183,519-56.2% | $155,509-48.4% | $145,922-45.0% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 14.03% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,756 | $5,313-10.5% | $4,672+1.8% | $4,660+2.1% |
| Participant deferral / active EE | $6,046 | $6,462-6.4% | $5,626+7.5% | $6,688-9.6% |
| Admin fee / account holder | $1,728 | $19,313-91.1% | $15,912-89.1% | $13,397-87.1% |