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 | $100,210 | $152,460-34.3% | $118,746-15.6% | $147,584-32.1% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.3%+7.4pp | 82.8%+2.9pp |
| Annual return | 15.71% | 17.41%-1.7pp | 24.54%-8.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $4,334 | $5,046-14.1% | $4,193+3.4% | $4,876-11.1% |
| Participant deferral / active EE | $6,732 | $6,212+8.4% | $5,332+26.3% | $5,439+23.8% |
| Admin fee / account holder | $2,817 | $16,953-83.4% | $10,720-73.7% | $10,885-74.1% |