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 | $104,179 | $126,574-17.7% | $106,213-1.9% | $145,922-28.6% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 8.20% | 224.79%-216.6pp | 116.14%-107.9pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,743 | $3,730-53.3% | $3,171-45.1% | $4,660-62.6% |
| Participant deferral / active EE | $3,940 | $5,724-31.2% | $5,016-21.4% | $6,688-41.1% |
| Admin fee / account holder | $1,193 | $17,304-93.1% | $11,033-89.2% | $13,397-91.1% |