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 | $36,532 | $159,602-77.1% | $150,045-75.7% | $142,382-74.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.10% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,907 | $4,961-61.6% | $4,693-59.4% | $4,299-55.6% |
| Participant deferral / active EE | $3,785 | $8,310-54.5% | $7,997-52.7% | $6,507-41.8% |
| Admin fee / account holder | $12,642 | $14,846-14.8% | $13,435-5.9% | $12,624+0.1% |