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 | $39,628 | $148,534-73.3% | $135,903-70.8% | $139,434-71.6% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 21.30% | 79.19%-57.9pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,683 | $5,243-29.8% | $4,856-24.2% | $4,751-22.5% |
| Participant deferral / active EE | $7,514 | $8,100-7.2% | $7,758-3.1% | $6,710+12.0% |
| Admin fee / account holder | $763 | $12,400-93.8% | $10,762-92.9% | $11,403-93.3% |