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 | $86,504 | $81,208+6.5% | $98,907-12.5% | $79,858+8.3% |
| Participation rate | 89.8% | 72.5%+17.3pp | 76.0%+13.8pp | 69.6%+20.2pp |
| Annual return | 12.50% | 60.99%-48.5pp | 196.43%-183.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $801 | $1,960-59.1% | $2,689-70.2% | $2,471-67.6% |
| Participant deferral / active EE | $3,470 | $3,265+6.3% | $4,244-18.3% | $3,740-7.2% |
| Admin fee / account holder | $4,821 | $6,013-19.8% | $6,642-27.4% | $5,306-9.1% |