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 | $64,034 | $157,256-59.3% | $141,162-54.6% | $152,861-58.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 21.56% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $6,756 | $5,261+28.4% | $4,735+42.7% | $4,762+41.9% |
| Participant deferral / active EE | $4,228 | $7,109-40.5% | $6,709-37.0% | $5,850-27.7% |
| Admin fee / account holder | $4,161 | $12,120-65.7% | $10,261-59.5% | $11,596-64.1% |