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 | $93,704 | $137,414-31.8% | $189,513-50.6% | $85,850+9.1% |
| Participation rate | 85.2% | 84.6%+0.6pp | 87.8%-2.6pp | 69.3%+15.9pp |
| Annual return | 16.29% | 38.14%-21.9pp | 555.15%-538.9pp | 318.53%-302.2pp |
| Employer contribution / active EE | $4,635 | $4,344+6.7% | $6,162-24.8% | $2,565+80.7% |
| Participant deferral / active EE | $7,181 | $6,260+14.7% | $8,221-12.7% | $3,952+81.7% |
| Admin fee / account holder | $334 | $8,630-96.1% | $12,045-97.2% | $6,260-94.7% |