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 | $123,240 | $135,952-9.4% | $123,892-0.5% | $273,961-55.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.68% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,488 | $5,170-32.5% | $4,617-24.5% | $4,869-28.4% |
| Participant deferral / active EE | $9,972 | $6,343+57.2% | $5,984+66.6% | $5,287+88.6% |
| Admin fee / account holder | $5,404 | $9,817-45.0% | $8,357-35.3% | $10,132-46.7% |