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 | $84,507 | $99,652-15.2% | $78,778+7.3% | $147,584-42.7% |
| Participation rate | 94.4% | 76.2%+18.2pp | 69.2%+25.3pp | 82.8%+11.6pp |
| Annual return | 20.52% | 47.28%-26.8pp | 35.62%-15.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $5,504 | $2,796+96.9% | $1,986+177.2% | $4,876+12.9% |
| Participant deferral / active EE | $3,973 | $3,664+8.4% | $2,958+34.3% | $5,439-27.0% |
| Admin fee / account holder | $1,644 | $7,155-77.0% | $5,134-68.0% | $10,885-84.9% |