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 | $81,628 | $140,940-42.1% | $112,229-27.3% | $139,434-41.5% |
| Participation rate | 84.6% | 79.2%+5.4pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 18.03% | 32.71%-14.7pp | 30.20%-12.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $4,551 | $4,283+6.3% | $3,430+32.7% | $4,751-4.2% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $12,593 | $9,954+26.5% | $7,748+62.5% | $11,403+10.4% |