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 | $115,452 | $228,332-49.4% | $185,823-37.9% | $158,922-27.4% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 16.93% | 40.80%-23.9pp | 35.95%-19.0pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,182 | $4,967-35.9% | $4,087-22.2% | $4,761-33.2% |
| Participant deferral / active EE | $4,360 | $6,415-32.0% | $5,632-22.6% | $5,982-27.1% |
| Admin fee / account holder | $8,668 | $11,864-26.9% | $9,500-8.8% | $11,246-22.9% |