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 | $79,341 | $115,770-31.5% | $101,248-21.6% | $158,922-50.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 10.69% | 56.14%-45.4pp | 46.47%-35.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,871 | $4,175-31.2% | $3,660-21.5% | $4,761-39.7% |
| Participant deferral / active EE | $4,565 | $4,957-7.9% | $4,370+4.5% | $5,982-23.7% |
| Admin fee / account holder | $4,394 | $7,245-39.3% | $5,945-26.1% | $11,246-60.9% |