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 | $29,094 | $176,056-83.5% | $159,436-81.8% | $167,490-82.6% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 30.48% | 331.75%-301.3pp | 263.57%-233.1pp | 478.56%-448.1pp |
| Employer contribution / active EE | $4,163 | $5,297-21.4% | $4,829-13.8% | $4,837-13.9% |
| Participant deferral / active EE | $10,366 | $7,750+33.8% | $7,352+41.0% | $6,341+63.5% |
| Admin fee / account holder | $5,595 | $12,554-55.4% | $10,799-48.2% | $12,309-54.5% |