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 | $134,036 | $157,256-14.8% | $141,162-5.0% | $152,861-12.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 22.87% | 64.32%-41.5pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,243 | $5,261-38.3% | $4,735-31.5% | $4,762-31.9% |
| Participant deferral / active EE | $8,491 | $7,109+19.4% | $6,709+26.6% | $5,850+45.1% |
| Admin fee / account holder | $353 | $12,120-97.1% | $10,261-96.6% | $11,596-97.0% |