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 | $87,063 | $105,181-17.2% | $159,436-45.4% | $85,850+1.4% |
| Participation rate | 84.4% | 75.8%+8.7pp | 82.8%+1.6pp | 69.3%+15.1pp |
| Annual return | 25.00% | 45.07%-20.1pp | 263.57%-238.6pp | 318.53%-293.5pp |
| Employer contribution / active EE | $3,694 | $3,318+11.3% | $4,829-23.5% | $2,565+44.0% |
| Participant deferral / active EE | $9,663 | $5,945+62.6% | $7,352+31.4% | $3,952+144.5% |
| Admin fee / account holder | $3,604 | $6,933-48.0% | $10,799-66.6% | $6,260-42.4% |