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 | $91,757 | $106,515-13.9% | $96,683-5.1% | $139,434-34.2% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 13.32% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $41,388 | $4,103+908.8% | $3,737+1007.6% | $4,751+771.2% |
| Participant deferral / active EE | $5,378 | $5,454-1.4% | $4,878+10.2% | $6,710-19.9% |
| Admin fee / account holder | $4,647 | $7,877-41.0% | $6,730-31.0% | $11,403-59.2% |