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 | $66,142 | $127,777-48.2% | $106,548-37.9% | $167,490-60.5% |
| Participation rate | 86.7% | 78.3%+8.4pp | 76.1%+10.5pp | 82.1%+4.6pp |
| Annual return | 11.18% | 33.87%-22.7pp | 26.80%-15.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,883 | $3,427-15.9% | $2,819+2.3% | $4,837-40.4% |
| Participant deferral / active EE | $4,555 | $5,087-10.5% | $4,398+3.6% | $6,341-28.2% |
| Admin fee / account holder | $672 | $11,228-94.0% | $7,407-90.9% | $12,309-94.5% |