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 | $113,971 | $152,587-25.3% | $125,175-9.0% | $152,861-25.4% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 16.76% | 54.84%-38.1pp | 43.79%-27.0pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,801 | $4,946-63.6% | $3,865-53.4% | $4,762-62.2% |
| Participant deferral / active EE | $6,104 | $5,868+4.0% | $4,937+23.7% | $5,850+4.3% |
| Admin fee / account holder | $71,602 | $13,434+433.0% | $9,702+638.0% | $11,596+517.4% |