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 | $103,804 | $115,770-10.3% | $101,248+2.5% | $158,922-34.7% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 10.62% | 56.14%-45.5pp | 46.47%-35.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,562 | $4,175-62.6% | $3,660-57.3% | $4,761-67.2% |
| Participant deferral / active EE | $2,956 | $4,957-40.4% | $4,370-32.4% | $5,982-50.6% |
| Admin fee / account holder | $1,494 | $7,245-79.4% | $5,945-74.9% | $11,246-86.7% |