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 | $78,032 | $107,334-27.3% | $92,893-16.0% | $152,861-49.0% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 23.43% | 145.58%-122.1pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,131 | $4,221-49.5% | $3,653-41.7% | $4,762-55.3% |
| Participant deferral / active EE | $6,884 | $4,845+42.1% | $4,236+62.5% | $5,850+17.7% |
| Admin fee / account holder | $483 | $7,079-93.2% | $5,794-91.7% | $11,596-95.8% |