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 | $127,801 | $162,781-21.5% | $133,956-4.6% | $158,922-19.6% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 17.05% | 41.94%-24.9pp | 45.09%-28.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $7,155 | $4,975+43.8% | $3,919+82.6% | $4,761+50.3% |
| Participant deferral / active EE | $3,332 | $5,911-43.6% | $5,048-34.0% | $5,982-44.3% |
| Admin fee / account holder | $1,760 | $11,736-85.0% | $8,927-80.3% | $11,246-84.3% |