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 | $48,339 | $148,534-67.5% | $135,903-64.4% | $139,434-65.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 31.35% | 79.19%-47.8pp | 68.23%-36.9pp | 372.94%-341.6pp |
| Employer contribution / active EE | $5,056 | $5,243-3.6% | $4,856+4.1% | $4,751+6.4% |
| Participant deferral / active EE | $11,121 | $8,100+37.3% | $7,758+43.4% | $6,710+65.7% |
| Admin fee / account holder | $540 | $12,400-95.6% | $10,762-95.0% | $11,403-95.3% |