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 | $96,423 | $107,934-10.7% | $91,989+4.8% | $152,861-36.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 23.21% | 89.24%-66.0pp | 69.02%-45.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,519 | $4,210-63.9% | $3,452-56.0% | $4,762-68.1% |
| Participant deferral / active EE | $5,743 | $6,364-9.8% | $5,923-3.0% | $5,850-1.8% |
| Admin fee / account holder | $2,401 | $10,520-77.2% | $7,743-69.0% | $11,596-79.3% |