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 | $128,876 | $159,602-19.3% | $150,045-14.1% | $142,382-9.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 17.60% | 70.24%-52.6pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,990 | $4,961+0.6% | $4,693+6.3% | $4,299+16.1% |
| Participant deferral / active EE | $11,155 | $8,310+34.2% | $7,997+39.5% | $6,507+71.4% |
| Admin fee / account holder | $1,875 | $14,846-87.4% | $13,435-86.0% | $12,624-85.1% |