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 | $99,940 | $105,181-5.0% | $159,436-37.3% | $85,850+16.4% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.8%-0.5pp | 69.3%+13.0pp |
| Annual return | 23.68% | 45.07%-21.4pp | 263.57%-239.9pp | 318.53%-294.9pp |
| Employer contribution / active EE | $1,894 | $3,318-42.9% | $4,829-60.8% | $2,565-26.2% |
| Participant deferral / active EE | $5,377 | $5,945-9.5% | $7,352-26.9% | $3,952+36.1% |
| Admin fee / account holder | $6,705 | $6,933-3.3% | $10,799-37.9% | $6,260+7.1% |