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 | $89,250 | $105,181-15.1% | $159,436-44.0% | $85,850+4.0% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.8%-6.2pp | 69.3%+7.4pp |
| Annual return | 15.94% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,011 | $3,318-9.3% | $4,829-37.7% | $2,565+17.4% |
| Participant deferral / active EE | $7,078 | $5,945+19.1% | $7,352-3.7% | $3,952+79.1% |
| Admin fee / account holder | $4,774 | $6,933-31.1% | $10,799-55.8% | $6,260-23.7% |