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 | $91,499 | $118,849-23.0% | $96,562-5.2% | $167,490-45.4% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.8%+24.3pp | 82.1%+12.0pp |
| Annual return | 12.49% | 50.49%-38.0pp | 37.78%-25.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,368 | $3,120+8.0% | $2,356+42.9% | $4,837-30.4% |
| Participant deferral / active EE | $5,100 | $4,616+10.5% | $3,849+32.5% | $6,341-19.6% |
| Admin fee / account holder | $653 | $8,065-91.9% | $6,181-89.4% | $12,309-94.7% |