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 | $102,192 | $100,773+1.4% | $88,946+14.9% | $142,382-28.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 15.21% | 70.18%-55.0pp | 57.82%-42.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,325 | $2,918-54.6% | $2,555-48.1% | $4,299-69.2% |
| Participant deferral / active EE | $4,856 | $5,230-7.2% | $4,581+6.0% | $6,507-25.4% |
| Admin fee / account holder | $520 | $9,693-94.6% | $8,261-93.7% | $12,624-95.9% |