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 | $100,807 | $106,515-5.4% | $96,683+4.3% | $139,434-27.7% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 56.37% | 38.43%+17.9pp | 35.69%+20.7pp | 372.94%-316.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,770 | $5,454-12.5% | $4,878-2.2% | $6,710-28.9% |
| Admin fee / account holder | $1,360 | $7,877-82.7% | $6,730-79.8% | $11,403-88.1% |