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 | $95,394 | $162,781-41.4% | $133,956-28.8% | $158,922-40.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 16.89% | 41.94%-25.1pp | 45.09%-28.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,438 | $4,975-51.0% | $3,919-37.8% | $4,761-48.8% |
| Participant deferral / active EE | $7,334 | $5,911+24.1% | $5,048+45.3% | $5,982+22.6% |
| Admin fee / account holder | $1,640 | $11,736-86.0% | $8,927-81.6% | $11,246-85.4% |