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 | $82,777 | $162,781-49.1% | $133,956-38.2% | $158,922-47.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 13.91% | 41.94%-28.0pp | 45.09%-31.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,121 | $4,975-57.4% | $3,919-45.9% | $4,761-55.5% |
| Participant deferral / active EE | $11,212 | $5,911+89.7% | $5,048+122.1% | $5,982+87.4% |
| Admin fee / account holder | $9,145 | $11,736-22.1% | $8,927+2.4% | $11,246-18.7% |