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 | $124,913 | $162,781-23.3% | $133,956-6.8% | $158,922-21.4% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 24.76% | 41.94%-17.2pp | 45.09%-20.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $4,890 | $4,975-1.7% | $3,919+24.8% | $4,761+2.7% |
| Participant deferral / active EE | $10,755 | $5,911+81.9% | $5,048+113.1% | $5,982+79.8% |
| Admin fee / account holder | $12,322 | $11,736+5.0% | $8,927+38.0% | $11,246+9.6% |