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 | $86,271 | $162,781-47.0% | $133,956-35.6% | $158,922-45.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 16.07% | 41.94%-25.9pp | 45.09%-29.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,926 | $4,975-41.2% | $3,919-25.3% | $4,761-38.5% |
| Participant deferral / active EE | $9,222 | $5,911+56.0% | $5,048+82.7% | $5,982+54.2% |
| Admin fee / account holder | $583 | $11,736-95.0% | $8,927-93.5% | $11,246-94.8% |