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 | $86,278 | $162,781-47.0% | $133,956-35.6% | $158,922-45.7% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 17.31% | 41.94%-24.6pp | 45.09%-27.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $4,471 | $4,975-10.1% | $3,919+14.1% | $4,761-6.1% |
| Participant deferral / active EE | $8,737 | $5,911+47.8% | $5,048+73.1% | $5,982+46.1% |
| Admin fee / account holder | $12,519 | $11,736+6.7% | $8,927+40.2% | $11,246+11.3% |