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 | $42,708 | $183,592-76.7% | $155,567-72.5% | $145,959-70.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.90% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,311 | $5,315-56.5% | $4,674-50.6% | $4,661-50.4% |
| Participant deferral / active EE | $6,011 | $6,464-7.0% | $5,628+6.8% | $6,689-10.1% |
| Admin fee / account holder | $459 | $19,318-97.6% | $15,916-97.1% | $13,398-96.6% |