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 | $83,006 | $106,890-22.3% | $84,015-1.2% | $152,861-45.7% |
| Participation rate | 86.4% | 75.2%+11.1pp | 69.0%+17.4pp | 82.4%+3.9pp |
| Annual return | 23.35% | 104.99%-81.6pp | 71.31%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,934 | $2,734-29.3% | $1,983-2.5% | $4,762-59.4% |
| Participant deferral / active EE | $4,074 | $4,011+1.6% | $3,239+25.8% | $5,850-30.4% |
| Admin fee / account holder | $1,552 | $8,285-81.3% | $6,101-74.6% | $11,596-86.6% |