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 | $108,262 | $89,753+20.6% | $107,525+0.7% | $84,808+27.7% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 19.82% | 29.48%-9.7pp | 181.32%-161.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,744 | $3,113-11.9% | $3,754-26.9% | $2,631+4.3% |
| Participant deferral / active EE | $6,000 | $4,056+47.9% | $5,116+17.3% | $4,212+42.5% |
| Admin fee / account holder | $4,524 | $7,222-37.4% | $8,919-49.3% | $7,344-38.4% |