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 | $88,516 | $142,405-37.8% | $115,157-23.1% | $152,861-42.1% |
| Participation rate | 81.0% | 82.4%-1.4pp | 75.9%+5.0pp | 82.4%-1.5pp |
| Annual return | 52.61% | 41.48%+11.1pp | 35.60%+17.0pp | 345.32%-292.7pp |
| Employer contribution / active EE | $4,521 | $4,010+12.7% | $3,179+42.2% | $4,762-5.1% |
| Participant deferral / active EE | $5,717 | $5,164+10.7% | $4,168+37.2% | $5,850-2.3% |
| Admin fee / account holder | $7,490 | $8,462-11.5% | $7,088+5.7% | $11,596-35.4% |