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 | $107,852 | $157,256-31.4% | $141,162-23.6% | $152,861-29.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 14.74% | 64.32%-49.6pp | 71.39%-56.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $3,364 | $5,261-36.1% | $4,735-29.0% | $4,762-29.4% |
| Participant deferral / active EE | $6,007 | $7,109-15.5% | $6,709-10.5% | $5,850+2.7% |
| Admin fee / account holder | $6,979 | $12,120-42.4% | $10,261-32.0% | $11,596-39.8% |