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 | $85,089 | $115,882-26.6% | $100,516-15.3% | $158,922-46.5% |
| Participation rate | 84.2% | 81.6%+2.6pp | 79.4%+4.8pp | 82.0%+2.3pp |
| Annual return | 19.39% | 34.79%-15.4pp | 30.89%-11.5pp | 302.83%-283.4pp |
| Employer contribution / active EE | $4,154 | $4,103+1.2% | $3,418+21.6% | $4,761-12.7% |
| Participant deferral / active EE | $9,511 | $6,674+42.5% | $6,270+51.7% | $5,982+59.0% |
| Admin fee / account holder | $927 | $10,995-91.6% | $8,081-88.5% | $11,246-91.8% |