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 | $108,830 | $148,534-26.7% | $135,903-19.9% | $139,434-21.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 30.61% | 79.19%-48.6pp | 68.23%-37.6pp | 372.94%-342.3pp |
| Employer contribution / active EE | $2,615 | $5,243-50.1% | $4,856-46.2% | $4,751-45.0% |
| Participant deferral / active EE | $14,664 | $8,100+81.0% | $7,758+89.0% | $6,710+118.5% |
| Admin fee / account holder | $3,114 | $12,400-74.9% | $10,762-71.1% | $11,403-72.7% |