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 | $92,919 | $163,687-43.2% | $108,745-14.6% | $273,961-66.1% |
| Participation rate | 83.3% | 82.3%+1.0pp | 77.7%+5.7pp | 83.0%+0.3pp |
| Annual return | 11.24% | 31.16%-19.9pp | 46.22%-35.0pp | 41.45%-30.2pp |
| Employer contribution / active EE | $4,834 | $4,711+2.6% | $3,323+45.5% | $4,869-0.7% |
| Participant deferral / active EE | $14,600 | $7,155+104.0% | $5,121+185.1% | $5,287+176.1% |
| Admin fee / account holder | $25,118 | $12,890+94.9% | $6,144+308.8% | $10,132+147.9% |