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 | $97,263 | $157,256-38.1% | $141,162-31.1% | $152,861-36.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 19.71% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,995 | $5,261-24.1% | $4,735-15.6% | $4,762-16.1% |
| Participant deferral / active EE | $8,611 | $7,109+21.1% | $6,709+28.3% | $5,850+47.2% |
| Admin fee / account holder | $7,015 | $12,120-42.1% | $10,261-31.6% | $11,596-39.5% |