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 | $125,251 | $185,822-32.6% | $169,993-26.3% | $139,434-10.2% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 18.14% | 60.50%-42.4pp | 53.37%-35.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,928 | $7,590-74.6% | $6,785-71.6% | $4,751-59.4% |
| Participant deferral / active EE | $4,029 | $11,622-65.3% | $10,408-61.3% | $6,710-40.0% |
| Admin fee / account holder | $5,178 | $15,381-66.3% | $12,815-59.6% | $11,403-54.6% |