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 | $43,186 | $148,534-70.9% | $135,903-68.2% | $139,434-69.0% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 13.38% | 79.19%-65.8pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $4,151 | $5,243-20.8% | $4,856-14.5% | $4,751-12.6% |
| Participant deferral / active EE | $6,605 | $8,100-18.5% | $7,758-14.9% | $6,710-1.6% |
| Admin fee / account holder | $3,077 | $12,400-75.2% | $10,762-71.4% | $11,403-73.0% |