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 | $85,010 | $102,966-17.4% | $90,281-5.8% | $152,861-44.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 31.00% | 95.16%-64.2pp | 78.10%-47.1pp | 345.32%-314.3pp |
| Employer contribution / active EE | $1,199 | $3,139-61.8% | $2,854-58.0% | $4,762-74.8% |
| Participant deferral / active EE | $5,199 | $4,281+21.4% | $3,885+33.8% | $5,850-11.1% |
| Admin fee / account holder | $1,913 | $6,171-69.0% | $5,351-64.3% | $11,596-83.5% |