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 | $99,192 | $157,256-36.9% | $141,162-29.7% | $152,861-35.1% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 26.96% | 64.32%-37.4pp | 71.39%-44.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $7,273 | $5,261+38.2% | $4,735+53.6% | $4,762+52.7% |
| Participant deferral / active EE | $6,962 | $7,109-2.1% | $6,709+3.8% | $5,850+19.0% |
| Admin fee / account holder | $414 | $12,120-96.6% | $10,261-96.0% | $11,596-96.4% |