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 | $130,280 | $232,540-44.0% | $185,117-29.6% | $147,584-11.7% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 18.81% | 43.03%-24.2pp | 40.50%-21.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,181 | $5,195-38.8% | $4,182-23.9% | $4,876-34.8% |
| Participant deferral / active EE | $4,867 | $5,834-16.6% | $5,045-3.5% | $5,439-10.5% |
| Admin fee / account holder | $1,005 | $10,275-90.2% | $8,159-87.7% | $10,885-90.8% |