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 | $92,559 | $152,587-39.3% | $125,175-26.1% | $152,861-39.4% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 26.19% | 54.84%-28.7pp | 43.79%-17.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $4,145 | $4,946-16.2% | $3,865+7.2% | $4,762-13.0% |
| Participant deferral / active EE | $9,108 | $5,868+55.2% | $4,937+84.5% | $5,850+55.7% |
| Admin fee / account holder | $18,655 | $13,434+38.9% | $9,702+92.3% | $11,596+60.9% |