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 | $89,864 | $209,411-57.1% | $178,490-49.7% | $158,922-43.5% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 21.31% | 188.75%-167.4pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $5,295 | $5,706-7.2% | $5,011+5.7% | $4,761+11.2% |
| Participant deferral / active EE | $4,725 | $5,954-20.6% | $5,202-9.2% | $5,982-21.0% |
| Admin fee / account holder | $1,388 | $17,074-91.9% | $13,984-90.1% | $11,246-87.7% |