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 | $82,725 | $162,781-49.2% | $133,956-38.2% | $158,922-47.9% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.3pp |
| Annual return | 7.98% | 41.94%-34.0pp | 45.09%-37.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,218 | $4,975-55.4% | $3,919-43.4% | $4,761-53.4% |
| Participant deferral / active EE | $5,111 | $5,911-13.5% | $5,048+1.3% | $5,982-14.6% |
| Admin fee / account holder | $2,346 | $11,736-80.0% | $8,927-73.7% | $11,246-79.1% |