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 | $89,243 | $197,591-54.8% | $177,821-49.8% | $158,922-43.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 17.95% | 58.76%-40.8pp | 48.32%-30.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $7,809 | $6,697+16.6% | $5,918+31.9% | $4,761+64.0% |
| Participant deferral / active EE | $9,312 | $8,405+10.8% | $7,714+20.7% | $5,982+55.7% |
| Admin fee / account holder | $1,805 | $15,399-88.3% | $12,427-85.5% | $11,246-83.9% |