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 | $99,542 | $133,922-25.7% | $116,228-14.4% | $142,382-30.1% |
| Participation rate | 82.4% | 77.9%+4.5pp | 74.6%+7.8pp | 80.1%+2.2pp |
| Annual return | 16.71% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,111 | $3,446-38.7% | $2,994-29.5% | $4,299-50.9% |
| Participant deferral / active EE | $6,114 | $5,672+7.8% | $4,953+23.4% | $6,507-6.0% |
| Admin fee / account holder | $6,542 | $14,945-56.2% | $11,989-45.4% | $12,624-48.2% |