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 | $93,404 | $157,256-40.6% | $141,162-33.8% | $152,861-38.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 25.03% | 64.32%-39.3pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $4,965 | $5,261-5.6% | $4,735+4.9% | $4,762+4.3% |
| Participant deferral / active EE | $9,577 | $7,109+34.7% | $6,709+42.7% | $5,850+63.7% |
| Admin fee / account holder | $944 | $12,120-92.2% | $10,261-90.8% | $11,596-91.9% |