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 | $106,693 | $175,202-39.1% | $149,673-28.7% | $139,434-23.5% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 13.87% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,225 | $5,474-59.4% | $4,818-53.8% | $4,751-53.2% |
| Participant deferral / active EE | $7,386 | $6,519+13.3% | $5,680+30.0% | $6,710+10.1% |
| Admin fee / account holder | $3,433 | $16,150-78.7% | $13,210-74.0% | $11,403-69.9% |