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 | $99,067 | $111,535-11.2% | $105,223-5.9% | $137,256-27.8% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 80.0%+15.5pp |
| Annual return | 15.50% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,792 | $3,939+21.6% | $3,689+29.9% | $4,156+15.3% |
| Participant deferral / active EE | $3,844 | $5,500-30.1% | $5,072-24.2% | $6,407-40.0% |
| Admin fee / account holder | $3,165 | $9,721-67.4% | $8,859-64.3% | $12,270-74.2% |