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 | $100,044 | $118,849-15.8% | $96,562+3.6% | $167,490-40.3% |
| Participation rate | 81.3% | 75.5%+5.8pp | 69.8%+11.4pp | 82.1%-0.9pp |
| Annual return | 39.96% | 50.49%-10.5pp | 37.78%+2.2pp | 478.56%-438.6pp |
| Employer contribution / active EE | $4,514 | $3,120+44.7% | $2,356+91.6% | $4,837-6.7% |
| Participant deferral / active EE | $4,882 | $4,616+5.8% | $3,849+26.8% | $6,341-23.0% |
| Admin fee / account holder | $2,001 | $8,065-75.2% | $6,181-67.6% | $12,309-83.7% |