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 | $129,860 | $179,726-27.7% | $156,263-16.9% | $142,382-8.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 13.55% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,151 | $5,069-37.8% | $4,333-27.3% | $4,299-26.7% |
| Participant deferral / active EE | $9,422 | $6,956+35.5% | $6,158+53.0% | $6,507+44.8% |
| Admin fee / account holder | $3,518 | $17,272-79.6% | $14,255-75.3% | $12,624-72.1% |