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 | $120,636 | $152,587-20.9% | $125,175-3.6% | $152,861-21.1% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 19.25% | 54.84%-35.6pp | 43.79%-24.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,240 | $4,946-34.5% | $3,865-16.2% | $4,762-32.0% |
| Participant deferral / active EE | $5,668 | $5,868-3.4% | $4,937+14.8% | $5,850-3.1% |
| Admin fee / account holder | $886 | $13,434-93.4% | $9,702-90.9% | $11,596-92.4% |