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 | $89,109 | $178,174-50.0% | $156,181-42.9% | $137,256-35.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 14.37% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,699 | $4,972-25.6% | $4,294-13.8% | $4,156-11.0% |
| Participant deferral / active EE | $10,204 | $6,888+48.2% | $6,132+66.4% | $6,407+59.3% |
| Admin fee / account holder | $8,204 | $17,404-52.9% | $14,586-43.8% | $12,270-33.1% |