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 | $84,935 | $157,256-46.0% | $141,162-39.8% | $152,861-44.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 17.20% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $12,123 | $5,261+130.4% | $4,735+156.0% | $4,762+154.6% |
| Participant deferral / active EE | $8,191 | $7,109+15.2% | $6,709+22.1% | $5,850+40.0% |
| Admin fee / account holder | $385 | $12,120-96.8% | $10,261-96.3% | $11,596-96.7% |