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 | $108,245 | $121,625-11.0% | $104,607+3.5% | $158,922-31.9% |
| Participation rate | 86.4% | 77.5%+8.8pp | 74.1%+12.3pp | 82.0%+4.4pp |
| Annual return | 15.99% | 465.26%-449.3pp | 340.46%-324.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,128 | $4,177-73.0% | $3,740-69.8% | $5,982-81.1% |
| Admin fee / account holder | $3,905 | $7,787-49.8% | $6,473-39.7% | $11,246-65.3% |