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 | $115,083 | $157,256-26.8% | $141,162-18.5% | $152,861-24.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 16.37% | 64.32%-48.0pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,850 | $5,261-64.8% | $4,735-60.9% | $4,762-61.1% |
| Participant deferral / active EE | $6,881 | $7,109-3.2% | $6,709+2.6% | $5,850+17.6% |
| Admin fee / account holder | $20,521 | $12,120+69.3% | $10,261+100.0% | $11,596+77.0% |