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 | $75,109 | $126,574-40.7% | $106,213-29.3% | $145,922-48.5% |
| Participation rate | 81.8% | 77.6%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 22.52% | 224.79%-202.3pp | 116.14%-93.6pp | 561.29%-538.8pp |
| Employer contribution / active EE | $3,388 | $3,730-9.2% | $3,171+6.8% | $4,660-27.3% |
| Participant deferral / active EE | $4,951 | $5,724-13.5% | $5,016-1.3% | $6,688-26.0% |
| Admin fee / account holder | $642 | $17,304-96.3% | $11,033-94.2% | $13,397-95.2% |