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 | $87,844 | $115,770-24.1% | $101,248-13.2% | $158,922-44.7% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 25.43% | 56.14%-30.7pp | 46.47%-21.0pp | 302.83%-277.4pp |
| Employer contribution / active EE | $1,268 | $4,175-69.6% | $3,660-65.3% | $4,761-73.4% |
| Participant deferral / active EE | $3,353 | $4,957-32.4% | $4,370-23.3% | $5,982-44.0% |
| Admin fee / account holder | $6,220 | $7,245-14.2% | $5,945+4.6% | $11,246-44.7% |