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 | $107,764 | $115,770-6.9% | $101,248+6.4% | $158,922-32.2% |
| Participation rate | 73.7% | 79.4%-5.7pp | 75.8%-2.1pp | 82.0%-8.3pp |
| Annual return | 13.76% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,668 | $4,175-36.1% | $3,660-27.1% | $4,761-44.0% |
| Participant deferral / active EE | $4,850 | $4,957-2.2% | $4,370+11.0% | $5,982-18.9% |
| Admin fee / account holder | $6,171 | $7,245-14.8% | $5,945+3.8% | $11,246-45.1% |