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 | $88,843 | $102,966-13.7% | $90,281-1.6% | $152,861-41.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 17.87% | 95.16%-77.3pp | 78.10%-60.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $3,960 | $3,139+26.2% | $2,854+38.7% | $4,762-16.8% |
| Participant deferral / active EE | $7,579 | $4,281+77.0% | $3,885+95.1% | $5,850+29.6% |
| Admin fee / account holder | $34,906 | $6,171+465.7% | $5,351+552.3% | $11,596+201.0% |