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 | $93,014 | $157,256-40.9% | $141,162-34.1% | $152,861-39.2% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.4%+3.9pp |
| Annual return | 21.04% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,857 | $5,261-45.7% | $4,735-39.7% | $4,762-40.0% |
| Participant deferral / active EE | $5,509 | $7,109-22.5% | $6,709-17.9% | $5,850-5.8% |
| Admin fee / account holder | $3,169 | $12,120-73.9% | $10,261-69.1% | $11,596-72.7% |