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 | $95,206 | $107,934-11.8% | $91,989+3.5% | $152,861-37.7% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 19.21% | 89.24%-70.0pp | 69.02%-49.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,974 | $4,210-29.4% | $3,452-13.8% | $4,762-37.6% |
| Participant deferral / active EE | $8,450 | $6,364+32.8% | $5,923+42.7% | $5,850+44.4% |
| Admin fee / account holder | $12,372 | $10,520+17.6% | $7,743+59.8% | $11,596+6.7% |