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 | $91,210 | $111,535-18.2% | $105,223-13.3% | $137,256-33.5% |
| Participation rate | 78.3% | 78.1%+0.2pp | 75.0%+3.2pp | 80.0%-1.7pp |
| Annual return | 15.47% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,210 | $3,939-43.9% | $3,689-40.1% | $4,156-46.8% |
| Participant deferral / active EE | $6,696 | $5,500+21.7% | $5,072+32.0% | $6,407+4.5% |
| Admin fee / account holder | $1,018 | $9,721-89.5% | $8,859-88.5% | $12,270-91.7% |