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 | $85,666 | $217,402-60.6% | $185,823-53.9% | $167,490-48.9% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 13.73% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,742 | $5,873-70.3% | $5,167-66.3% | $4,837-64.0% |
| Participant deferral / active EE | $3,413 | $6,356-46.3% | $5,568-38.7% | $6,341-46.2% |
| Admin fee / account holder | $612 | $19,811-96.9% | $16,237-96.2% | $12,309-95.0% |