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 | $99,746 | $162,781-38.7% | $133,956-25.5% | $158,922-37.2% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 14.60% | 41.94%-27.3pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,651 | $4,975-26.6% | $3,919-6.8% | $4,761-23.3% |
| Participant deferral / active EE | $6,566 | $5,911+11.1% | $5,048+30.1% | $5,982+9.8% |
| Admin fee / account holder | $4,179 | $11,736-64.4% | $8,927-53.2% | $11,246-62.8% |