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 | $73,591 | $162,781-54.8% | $133,956-45.1% | $158,922-53.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 15.10% | 41.94%-26.8pp | 45.09%-30.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,025 | $4,975-39.2% | $3,919-22.8% | $4,761-36.5% |
| Participant deferral / active EE | $5,243 | $5,911-11.3% | $5,048+3.9% | $5,982-12.4% |
| Admin fee / account holder | $2,376 | $11,736-79.8% | $8,927-73.4% | $11,246-78.9% |