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 | $49,133 | $197,591-75.1% | $177,821-72.4% | $158,922-69.1% |
| Participation rate | 90.5% | 88.5%+1.9pp | 87.7%+2.8pp | 82.0%+8.5pp |
| Annual return | 14.69% | 58.76%-44.1pp | 48.32%-33.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,409 | $6,697-49.1% | $5,918-42.4% | $4,761-28.4% |
| Participant deferral / active EE | $7,100 | $8,405-15.5% | $7,714-8.0% | $5,982+18.7% |
| Admin fee / account holder | $4,869 | $15,399-68.4% | $12,427-60.8% | $11,246-56.7% |