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 | $63,425 | $157,256-59.7% | $141,162-55.1% | $152,861-58.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 18.77% | 64.32%-45.6pp | 71.39%-52.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,236 | $5,261-38.5% | $4,735-31.7% | $4,762-32.1% |
| Participant deferral / active EE | $6,579 | $7,109-7.5% | $6,709-1.9% | $5,850+12.5% |
| Admin fee / account holder | $6,570 | $12,120-45.8% | $10,261-36.0% | $11,596-43.3% |