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 | $99,427 | $162,781-38.9% | $133,956-25.8% | $158,922-37.4% |
| Participation rate | 86.4% | 83.2%+3.1pp | 79.8%+6.5pp | 82.0%+4.4pp |
| Annual return | 17.51% | 41.94%-24.4pp | 45.09%-27.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,047 | $4,975-38.8% | $3,919-22.2% | $4,761-36.0% |
| Participant deferral / active EE | $4,715 | $5,911-20.2% | $5,048-6.6% | $5,982-21.2% |
| Admin fee / account holder | $3,536 | $11,736-69.9% | $8,927-60.4% | $11,246-68.6% |