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 | $102,254 | $197,591-48.2% | $177,821-42.5% | $158,922-35.7% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 26.07% | 58.76%-32.7pp | 48.32%-22.3pp | 302.83%-276.8pp |
| Employer contribution / active EE | $3,341 | $6,697-50.1% | $5,918-43.5% | $4,761-29.8% |
| Participant deferral / active EE | $7,800 | $8,405-7.2% | $7,714+1.1% | $5,982+30.4% |
| Admin fee / account holder | $2,693 | $15,399-82.5% | $12,427-78.3% | $11,246-76.1% |