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 | $59,823 | $152,587-60.8% | $125,175-52.2% | $152,861-60.9% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 18.38% | 54.84%-36.5pp | 43.79%-25.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $3,087 | $4,946-37.6% | $3,865-20.1% | $4,762-35.2% |
| Participant deferral / active EE | $6,298 | $5,868+7.3% | $4,937+27.6% | $5,850+7.7% |
| Admin fee / account holder | $1,168 | $13,434-91.3% | $9,702-88.0% | $11,596-89.9% |