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 | $92,321 | $148,534-37.8% | $135,903-32.1% | $139,434-33.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 22.09% | 79.19%-57.1pp | 68.23%-46.1pp | 372.94%-350.9pp |
| Employer contribution / active EE | $3,204 | $5,243-38.9% | $4,856-34.0% | $4,751-32.6% |
| Participant deferral / active EE | $7,785 | $8,100-3.9% | $7,758+0.4% | $6,710+16.0% |
| Admin fee / account holder | $3,701 | $12,400-70.2% | $10,762-65.6% | $11,403-67.5% |