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 6-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 | $82,431 | $148,534-44.5% | $135,903-39.3% | $139,434-40.9% |
| Participation rate | 91.3% | 83.9%+7.5pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 19.35% | 79.19%-59.8pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $10,044 | $5,243+91.6% | $4,856+106.8% | $4,751+111.4% |
| Participant deferral / active EE | $7,190 | $8,100-11.2% | $7,758-7.3% | $6,710+7.1% |
| Admin fee / account holder | $4,118 | $12,400-66.8% | $10,762-61.7% | $11,403-63.9% |