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 | $130,541 | $185,822-29.7% | $169,993-23.2% | $139,434-6.4% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 14.65% | 60.50%-45.8pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,783 | $7,590-50.2% | $6,785-44.2% | $4,751-20.4% |
| Participant deferral / active EE | $5,606 | $11,622-51.8% | $10,408-46.1% | $6,710-16.5% |
| Admin fee / account holder | $20,183 | $15,381+31.2% | $12,815+57.5% | $11,403+77.0% |