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 | $96,847 | $162,781-40.5% | $133,956-27.7% | $158,922-39.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 22.13% | 41.94%-19.8pp | 45.09%-23.0pp | 302.83%-280.7pp |
| Employer contribution / active EE | $4,654 | $4,975-6.5% | $3,919+18.8% | $4,761-2.2% |
| Participant deferral / active EE | $4,330 | $5,911-26.8% | $5,048-14.2% | $5,982-27.6% |
| Admin fee / account holder | $5,899 | $11,736-49.7% | $8,927-33.9% | $11,246-47.5% |