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 | $114,848 | $115,770-0.8% | $101,248+13.4% | $158,922-27.7% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 15.81% | 56.14%-40.3pp | 46.47%-30.7pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,304 | $4,175-68.8% | $3,660-64.4% | $4,761-72.6% |
| Participant deferral / active EE | $3,163 | $4,957-36.2% | $4,370-27.6% | $5,982-47.1% |
| Admin fee / account holder | $1,851 | $7,245-74.4% | $5,945-68.9% | $11,246-83.5% |