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 | $88,827 | $107,934-17.7% | $91,989-3.4% | $152,861-41.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.78% | 89.24%-68.5pp | 69.02%-48.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,090 | $4,210-74.1% | $3,452-68.4% | $4,762-77.1% |
| Participant deferral / active EE | $1,947 | $6,364-69.4% | $5,923-67.1% | $5,850-66.7% |
| Admin fee / account holder | $3,048 | $10,520-71.0% | $7,743-60.6% | $11,596-73.7% |