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 | $88,406 | $197,591-55.3% | $177,821-50.3% | $158,922-44.4% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 15.36% | 58.76%-43.4pp | 48.32%-33.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,690 | $6,697-30.0% | $5,918-20.7% | $4,761-1.5% |
| Participant deferral / active EE | $11,365 | $8,405+35.2% | $7,714+47.3% | $5,982+90.0% |
| Admin fee / account holder | $371 | $15,399-97.6% | $12,427-97.0% | $11,246-96.7% |