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 | $115,854 | $152,587-24.1% | $125,175-7.4% | $152,861-24.2% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 22.52% | 54.84%-32.3pp | 43.79%-21.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,985 | $4,946-59.9% | $3,865-48.7% | $4,762-58.3% |
| Participant deferral / active EE | $4,648 | $5,868-20.8% | $4,937-5.9% | $5,850-20.6% |
| Admin fee / account holder | $2,318 | $13,434-82.7% | $9,702-76.1% | $11,596-80.0% |