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 | $74,048 | $148,534-50.1% | $135,903-45.5% | $139,434-46.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 19.79% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,362 | $5,243-55.0% | $4,856-51.4% | $4,751-50.3% |
| Participant deferral / active EE | $3,715 | $8,100-54.1% | $7,758-52.1% | $6,710-44.6% |
| Admin fee / account holder | $810 | $12,400-93.5% | $10,762-92.5% | $11,403-92.9% |