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 | $117,109 | $105,181+11.3% | $159,436-26.5% | $85,850+36.4% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.8%-7.0pp | 69.3%+6.5pp |
| Annual return | 13.13% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,141 | $3,318-65.6% | $4,829-76.4% | $2,565-55.5% |
| Participant deferral / active EE | $5,046 | $5,945-15.1% | $7,352-31.4% | $3,952+27.7% |
| Admin fee / account holder | $4,870 | $6,933-29.8% | $10,799-54.9% | $6,260-22.2% |