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 | $89,049 | $157,256-43.4% | $141,162-36.9% | $152,861-41.7% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 27.93% | 64.32%-36.4pp | 71.39%-43.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,129 | $5,261-40.5% | $4,735-33.9% | $4,762-34.3% |
| Participant deferral / active EE | $8,179 | $7,109+15.0% | $6,709+21.9% | $5,850+39.8% |
| Admin fee / account holder | $403 | $12,120-96.7% | $10,261-96.1% | $11,596-96.5% |