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 | $99,850 | $112,881-11.5% | $90,951+9.8% | $158,922-37.2% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 16.66% | 215.79%-199.1pp | 134.60%-117.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,107 | $2,893-61.7% | $2,122-47.8% | $4,761-76.7% |
| Participant deferral / active EE | $3,070 | $4,128-25.6% | $3,373-9.0% | $5,982-48.7% |
| Admin fee / account holder | $619 | $8,041-92.3% | $5,959-89.6% | $11,246-94.5% |