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 | $116,955 | $228,332-48.8% | $185,823-37.1% | $158,922-26.4% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 12.64% | 40.80%-28.2pp | 35.95%-23.3pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,597 | $4,967-47.7% | $4,087-36.5% | $4,761-45.5% |
| Participant deferral / active EE | $3,475 | $6,415-45.8% | $5,632-38.3% | $5,982-41.9% |
| Admin fee / account holder | $652 | $11,864-94.5% | $9,500-93.1% | $11,246-94.2% |