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 | $120,074 | $228,332-47.4% | $185,823-35.4% | $158,922-24.4% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 9.08% | 40.80%-31.7pp | 35.95%-26.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,427 | $4,967-31.0% | $4,087-16.2% | $4,761-28.0% |
| Participant deferral / active EE | $6,071 | $6,415-5.4% | $5,632+7.8% | $5,982+1.5% |
| Admin fee / account holder | $687 | $11,864-94.2% | $9,500-92.8% | $11,246-93.9% |