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 | $79,055 | $209,336-62.2% | $197,124-59.9% | $137,256-42.4% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 12.81% | 48.09%-35.3pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $5,208 | $6,591-21.0% | $6,227-16.4% | $4,156+25.3% |
| Participant deferral / active EE | $7,471 | $9,614-22.3% | $9,135-18.2% | $6,407+16.6% |
| Admin fee / account holder | $19,168 | $17,308+10.7% | $16,298+17.6% | $12,270+56.2% |