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 | $140,030 | $228,332-38.7% | $185,823-24.6% | $158,922-11.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 20.89% | 40.80%-19.9pp | 35.95%-15.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $4,800 | $4,967-3.4% | $4,087+17.4% | $4,761+0.8% |
| Participant deferral / active EE | $10,790 | $6,415+68.2% | $5,632+91.6% | $5,982+80.4% |
| Admin fee / account holder | $532 | $11,864-95.5% | $9,500-94.4% | $11,246-95.3% |