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 | $91,082 | $227,553-60.0% | $189,557-51.9% | $167,490-45.6% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 14.52% | 78.40%-63.9pp | 64.17%-49.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $5,538 | $5,316+4.2% | $4,412+25.5% | $4,837+14.5% |
| Participant deferral / active EE | $10,594 | $7,002+51.3% | $6,174+71.6% | $6,341+67.1% |
| Admin fee / account holder | $2,189 | $11,878-81.6% | $9,807-77.7% | $12,309-82.2% |