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 | $114,441 | $228,332-49.9% | $185,823-38.4% | $158,922-28.0% |
| Participation rate | 82.6% | 82.3%+0.3pp | 78.0%+4.6pp | 82.0%+0.7pp |
| Annual return | 18.51% | 40.80%-22.3pp | 35.95%-17.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $4,143 | $4,967-16.6% | $4,087+1.4% | $4,761-13.0% |
| Participant deferral / active EE | $9,887 | $6,415+54.1% | $5,632+75.5% | $5,982+65.3% |
| Admin fee / account holder | $5,394 | $11,864-54.5% | $9,500-43.2% | $11,246-52.0% |