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 | $56,929 | $148,534-61.7% | $135,903-58.1% | $139,434-59.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 27.79% | 79.19%-51.4pp | 68.23%-40.4pp | 372.94%-345.2pp |
| Employer contribution / active EE | $3,429 | $5,243-34.6% | $4,856-29.4% | $4,751-27.8% |
| Participant deferral / active EE | $5,908 | $8,100-27.1% | $7,758-23.8% | $6,710-12.0% |
| Admin fee / account holder | $14,579 | $12,400+17.6% | $10,762+35.5% | $11,403+27.9% |