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 | $109,669 | $112,881-2.8% | $90,951+20.6% | $158,922-31.0% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | 12.07% | 215.79%-203.7pp | 134.60%-122.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,859 | $2,893-35.7% | $2,122-12.4% | $4,761-61.0% |
| Participant deferral / active EE | $6,557 | $4,128+58.9% | $3,373+94.4% | $5,982+9.6% |
| Admin fee / account holder | $3,600 | $8,041-55.2% | $5,959-39.6% | $11,246-68.0% |