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 | $97,758 | $105,126-7.0% | $94,646+3.3% | $139,434-29.9% |
| Participation rate | 95.5% | 82.4%+13.1pp | 80.8%+14.6pp | 80.3%+15.1pp |
| Annual return | 15.77% | 38.03%-22.3pp | 156.71%-140.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,151 | $4,106-72.0% | $3,672-68.6% | $4,751-75.8% |
| Participant deferral / active EE | $2,877 | $7,599-62.1% | $7,418-61.2% | $6,710-57.1% |
| Admin fee / account holder | $1,054 | $8,984-88.3% | $7,231-85.4% | $11,403-90.8% |