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 | $110,948 | $118,680-6.5% | $98,907+12.2% | $158,922-30.2% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 13.54% | 372.35%-358.8pp | 196.43%-182.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,272 | $3,333-61.8% | $2,689-52.7% | $4,761-73.3% |
| Participant deferral / active EE | $3,012 | $5,088-40.8% | $4,244-29.0% | $5,982-49.7% |
| Admin fee / account holder | $1,178 | $10,131-88.4% | $6,642-82.3% | $11,246-89.5% |