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 | $62,513 | $152,587-59.0% | $125,175-50.1% | $152,861-59.1% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 26.01% | 54.84%-28.8pp | 43.79%-17.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $5,327 | $4,946+7.7% | $3,865+37.8% | $4,762+11.9% |
| Participant deferral / active EE | $7,460 | $5,868+27.1% | $4,937+51.1% | $5,850+27.5% |
| Admin fee / account holder | $6,486 | $13,434-51.7% | $9,702-33.1% | $11,596-44.1% |