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 | $104,049 | $157,256-33.8% | $141,162-26.3% | $152,861-31.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 32.42% | 64.32%-31.9pp | 71.39%-39.0pp | 345.32%-312.9pp |
| Employer contribution / active EE | $6,742 | $5,261+28.2% | $4,735+42.4% | $4,762+41.6% |
| Participant deferral / active EE | $10,329 | $7,109+45.3% | $6,709+54.0% | $5,850+76.6% |
| Admin fee / account holder | $2,679 | $12,120-77.9% | $10,261-73.9% | $11,596-76.9% |