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 | $113,588 | $177,572-36.0% | $154,803-26.6% | $142,382-20.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.15% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,087 | $4,810-35.8% | $4,305-28.3% | $4,299-28.2% |
| Participant deferral / active EE | $6,974 | $6,272+11.2% | $5,540+25.9% | $6,507+7.2% |
| Admin fee / account holder | $3,141 | $16,786-81.3% | $14,329-78.1% | $12,624-75.1% |