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 | $91,988 | $118,849-22.6% | $96,562-4.7% | $167,490-45.1% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 18.84% | 50.49%-31.6pp | 37.78%-18.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,286 | $3,120-58.8% | $2,356-45.4% | $4,837-73.4% |
| Participant deferral / active EE | $6,248 | $4,616+35.4% | $3,849+62.3% | $6,341-1.5% |
| Admin fee / account holder | $2,048 | $8,065-74.6% | $6,181-66.9% | $12,309-83.4% |