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 | $40,481 | $228,332-82.3% | $185,823-78.2% | $158,922-74.5% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 7.39% | 40.80%-33.4pp | 35.95%-28.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $3,598 | $4,967-27.6% | $4,087-12.0% | $4,761-24.4% |
| Participant deferral / active EE | $10,819 | $6,415+68.7% | $5,632+92.1% | $5,982+80.9% |
| Admin fee / account holder | $6,068 | $11,864-48.9% | $9,500-36.1% | $11,246-46.0% |