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 | $60,462 | $228,332-73.5% | $185,823-67.5% | $158,922-62.0% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 9.06% | 40.80%-31.7pp | 35.95%-26.9pp | 302.83%-293.8pp |
| Employer contribution / active EE | $4,335 | $4,967-12.7% | $4,087+6.0% | $4,761-9.0% |
| Participant deferral / active EE | $7,347 | $6,415+14.5% | $5,632+30.4% | $5,982+22.8% |
| Admin fee / account holder | $10,584 | $11,864-10.8% | $9,500+11.4% | $11,246-5.9% |