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 | $80,468 | $176,056-54.3% | $159,436-49.5% | $167,490-52.0% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 15.80% | 331.75%-315.9pp | 263.57%-247.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $4,412 | $5,297-16.7% | $4,829-8.6% | $4,837-8.8% |
| Participant deferral / active EE | $5,174 | $7,750-33.2% | $7,352-29.6% | $6,341-18.4% |
| Admin fee / account holder | $1,357 | $12,554-89.2% | $10,799-87.4% | $12,309-89.0% |