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 | $110,117 | $162,781-32.4% | $133,956-17.8% | $158,922-30.7% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | 18.79% | 41.94%-23.2pp | 45.09%-26.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,671 | $4,975-66.4% | $3,919-57.3% | $4,761-64.9% |
| Participant deferral / active EE | $3,322 | $5,911-43.8% | $5,048-34.2% | $5,982-44.5% |
| Admin fee / account holder | $10,377 | $11,736-11.6% | $8,927+16.2% | $11,246-7.7% |