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 | $84,816 | $95,561-11.2% | $77,163+9.9% | $139,434-39.2% |
| Participation rate | 88.9% | 73.9%+14.9pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 13.06% | 54.92%-41.9pp | 37.87%-24.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,241 | $3,147-28.8% | $2,535-11.6% | $4,751-52.8% |
| Participant deferral / active EE | $4,056 | $4,624-12.3% | $3,833+5.8% | $6,710-39.6% |
| Admin fee / account holder | $2,136 | $8,295-74.3% | $5,472-61.0% | $11,403-81.3% |