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 | $89,602 | $102,828-12.9% | $105,387-15.0% | $152,861-41.4% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.6%-11.1pp | 82.4%-11.0pp |
| Annual return | 32.67% | 20.85%+11.8pp | 26.82%+5.8pp | 345.32%-312.6pp |
| Employer contribution / active EE | $2,026 | $4,473-54.7% | $4,213-51.9% | $4,762-57.5% |
| Participant deferral / active EE | $9,675 | $5,465+77.0% | $5,502+75.8% | $5,850+65.4% |
| Admin fee / account holder | $1,111 | $8,683-87.2% | $6,559-83.1% | $11,596-90.4% |