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 | $77,929 | $114,237-31.8% | $119,258-34.7% | $167,490-53.5% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.6pp | 82.1%+1.2pp |
| Annual return | 18.65% | 29.87%-11.2pp | 30.69%-12.0pp | 478.56%-459.9pp |
| Employer contribution / active EE | $3,253 | $4,481-27.4% | $4,384-25.8% | $4,837-32.8% |
| Participant deferral / active EE | $8,097 | $6,084+33.1% | $6,111+32.5% | $6,341+27.7% |
| Admin fee / account holder | $4,762 | $8,932-46.7% | $7,226-34.1% | $12,309-61.3% |