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 | $103,384 | $152,587-32.2% | $125,175-17.4% | $152,861-32.4% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 20.59% | 54.84%-34.3pp | 43.79%-23.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $5,717 | $4,946+15.6% | $3,865+47.9% | $4,762+20.1% |
| Participant deferral / active EE | $8,585 | $5,868+46.3% | $4,937+73.9% | $5,850+46.7% |
| Admin fee / account holder | $4,716 | $13,434-64.9% | $9,702-51.4% | $11,596-59.3% |