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 | $80,379 | $108,919-26.2% | $100,391-19.9% | $145,922-44.9% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 32.39% | 57.88%-25.5pp | 49.20%-16.8pp | 561.29%-528.9pp |
| Employer contribution / active EE | $3,843 | $4,419-13.0% | $3,942-2.5% | $4,660-17.5% |
| Participant deferral / active EE | $6,842 | $8,445-19.0% | $8,082-15.3% | $6,688+2.3% |
| Admin fee / account holder | $5,118 | $9,689-47.2% | $7,899-35.2% | $13,397-61.8% |