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 | $82,837 | $107,334-22.8% | $92,893-10.8% | $152,861-45.8% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.0%+5.2pp | 82.4%-1.2pp |
| Annual return | 15.70% | 145.58%-129.9pp | 109.41%-93.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,095 | $4,221-50.4% | $3,653-42.6% | $4,762-56.0% |
| Participant deferral / active EE | $4,506 | $4,845-7.0% | $4,236+6.4% | $5,850-23.0% |
| Admin fee / account holder | $7,239 | $7,079+2.3% | $5,794+24.9% | $11,596-37.6% |