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 | $93,825 | $157,256-40.3% | $141,162-33.5% | $152,861-38.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 24.88% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $4,490 | $5,261-14.7% | $4,735-5.2% | $4,762-5.7% |
| Participant deferral / active EE | $10,991 | $7,109+54.6% | $6,709+63.8% | $5,850+87.9% |
| Admin fee / account holder | $369 | $12,120-97.0% | $10,261-96.4% | $11,596-96.8% |