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 | $101,517 | $154,117-34.1% | $129,995-21.9% | $139,434-27.2% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 29.86% | 32.48%-2.6pp | -137.18%+167.0pp | 372.94%-343.1pp |
| Employer contribution / active EE | $4,396 | $5,289-16.9% | $4,320+1.8% | $4,751-7.5% |
| Participant deferral / active EE | $9,076 | $6,710+35.3% | $5,820+55.9% | $6,710+35.2% |
| Admin fee / account holder | $2,290 | $14,007-83.6% | $10,614-78.4% | $11,403-79.9% |