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 | $121,551 | $148,534-18.2% | $135,903-10.6% | $139,434-12.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.70% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,497 | $5,243-14.2% | $4,856-7.4% | $4,751-5.4% |
| Participant deferral / active EE | $14,020 | $8,100+73.1% | $7,758+80.7% | $6,710+108.9% |
| Admin fee / account holder | $30,092 | $12,400+142.7% | $10,762+179.6% | $11,403+163.9% |