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 | $105,140 | $148,534-29.2% | $135,903-22.6% | $139,434-24.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 25.86% | 79.19%-53.3pp | 68.23%-42.4pp | 372.94%-347.1pp |
| Employer contribution / active EE | $4,299 | $5,243-18.0% | $4,856-11.5% | $4,751-9.5% |
| Participant deferral / active EE | $11,832 | $8,100+46.1% | $7,758+52.5% | $6,710+76.3% |
| Admin fee / account holder | $2,730 | $12,400-78.0% | $10,762-74.6% | $11,403-76.1% |