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 | $89,092 | $197,591-54.9% | $177,821-49.9% | $158,922-43.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 21.33% | 58.76%-37.4pp | 48.32%-27.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,664 | $6,697-60.2% | $5,918-55.0% | $4,761-44.1% |
| Participant deferral / active EE | $5,366 | $8,405-36.2% | $7,714-30.4% | $5,982-10.3% |
| Admin fee / account holder | $17,238 | $15,399+11.9% | $12,427+38.7% | $11,246+53.3% |