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 | $92,976 | $162,781-42.9% | $133,956-30.6% | $158,922-41.5% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 16.79% | 41.94%-25.1pp | 45.09%-28.3pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,596 | $4,975-47.8% | $3,919-33.7% | $4,761-45.5% |
| Participant deferral / active EE | $6,665 | $5,911+12.8% | $5,048+32.0% | $5,982+11.4% |
| Admin fee / account holder | $952 | $11,736-91.9% | $8,927-89.3% | $11,246-91.5% |