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 | $100,847 | $105,181-4.1% | $159,436-36.7% | $85,850+17.5% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.8%-12.8pp | 69.3%+0.7pp |
| Annual return | 14.10% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,940 | $3,318-41.5% | $4,829-59.8% | $2,565-24.4% |
| Participant deferral / active EE | $4,984 | $5,945-16.2% | $7,352-32.2% | $3,952+26.1% |
| Admin fee / account holder | $2,317 | $6,933-66.6% | $10,799-78.5% | $6,260-63.0% |