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 | $87,969 | $107,934-18.5% | $91,989-4.4% | $152,861-42.5% |
| Participation rate | 92.3% | 81.2%+11.1pp | 78.6%+13.7pp | 82.4%+9.9pp |
| Annual return | 19.98% | 89.24%-69.3pp | 69.02%-49.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,051 | $4,210-51.3% | $3,452-40.6% | $4,762-56.9% |
| Participant deferral / active EE | $6,026 | $6,364-5.3% | $5,923+1.7% | $5,850+3.0% |
| Admin fee / account holder | $11,105 | $10,520+5.6% | $7,743+43.4% | $11,596-4.2% |