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 | $89,943 | $198,466-54.7% | $170,442-47.2% | $147,584-39.1% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 10.65% | 257.29%-246.6pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,509 | $6,184-75.6% | $5,433-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $6,879 | $5,629+22.2% | $4,939+39.3% | $5,439+26.5% |
| Admin fee / account holder | $5,030 | $16,852-70.1% | $13,880-63.8% | $10,885-53.8% |