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 | $99,495 | $127,777-22.1% | $106,548-6.6% | $167,490-40.6% |
| Participation rate | 87.5% | 78.3%+9.2pp | 76.1%+11.4pp | 82.1%+5.4pp |
| Annual return | 10.38% | 33.87%-23.5pp | 26.80%-16.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $4,451 | $3,427+29.9% | $2,819+57.9% | $4,837-8.0% |
| Participant deferral / active EE | $4,820 | $5,087-5.3% | $4,398+9.6% | $6,341-24.0% |
| Admin fee / account holder | $1,244 | $11,228-88.9% | $7,407-83.2% | $12,309-89.9% |