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 | $78,905 | $228,332-65.4% | $185,823-57.5% | $158,922-50.4% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 15.09% | 40.80%-25.7pp | 35.95%-20.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,709 | $4,967-45.5% | $4,087-33.7% | $4,761-43.1% |
| Participant deferral / active EE | $12,210 | $6,415+90.4% | $5,632+116.8% | $5,982+104.1% |
| Admin fee / account holder | $2,086 | $11,864-82.4% | $9,500-78.0% | $11,246-81.5% |