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 | $84,793 | $157,256-46.1% | $141,162-39.9% | $152,861-44.5% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 23.17% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,424 | $5,261-34.9% | $4,735-27.7% | $4,762-28.1% |
| Participant deferral / active EE | $8,253 | $7,109+16.1% | $6,709+23.0% | $5,850+41.1% |
| Admin fee / account holder | $1,136 | $12,120-90.6% | $10,261-88.9% | $11,596-90.2% |