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 | $115,306 | $109,327+5.5% | $89,391+29.0% | $158,922-27.4% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 15.02% | 345.68%-330.7pp | 245.62%-230.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,424 | $3,170-55.1% | $2,586-44.9% | $4,761-70.1% |
| Participant deferral / active EE | $3,744 | $4,598-18.6% | $3,890-3.7% | $5,982-37.4% |
| Admin fee / account holder | $1,061 | $6,153-82.8% | $4,881-78.3% | $11,246-90.6% |