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 | $90,635 | $100,773-10.1% | $88,946+1.9% | $142,382-36.3% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 14.00% | 70.18%-56.2pp | 57.82%-43.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $908 | $2,918-68.9% | $2,555-64.5% | $4,299-78.9% |
| Participant deferral / active EE | $1,678 | $5,230-67.9% | $4,581-63.4% | $6,507-74.2% |
| Admin fee / account holder | $5,808 | $9,693-40.1% | $8,261-29.7% | $12,624-54.0% |