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 | $110,763 | $157,256-29.6% | $141,162-21.5% | $152,861-27.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 22.45% | 64.32%-41.9pp | 71.39%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,915 | $5,261-44.6% | $4,735-38.4% | $4,762-38.8% |
| Participant deferral / active EE | $9,422 | $7,109+32.5% | $6,709+40.4% | $5,850+61.1% |
| Admin fee / account holder | $890 | $12,120-92.7% | $10,261-91.3% | $11,596-92.3% |