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 | $93,261 | $104,974-11.2% | $95,585-2.4% | $142,382-34.5% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.1%+17.4pp | 80.1%+9.4pp |
| Annual return | 16.57% | 210.33%-193.8pp | 38.56%-22.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,827 | $2,779+37.8% | $2,527+51.5% | $4,299-11.0% |
| Participant deferral / active EE | $6,597 | $4,352+51.6% | $4,023+64.0% | $6,507+1.4% |
| Admin fee / account holder | $21,922 | $6,386+243.3% | $6,127+257.8% | $12,624+73.7% |