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 | $97,890 | $111,724-12.4% | $93,606+4.6% | $145,922-32.9% |
| Participation rate | 95.2% | 74.2%+21.0pp | 68.7%+26.5pp | 80.3%+15.0pp |
| Annual return | 11.24% | 202.98%-191.7pp | 133.20%-122.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,303 | $3,090-25.5% | $2,420-4.8% | $4,660-50.6% |
| Participant deferral / active EE | $6,619 | $4,912+34.8% | $4,411+50.0% | $6,688-1.0% |
| Admin fee / account holder | $4,243 | $10,250-58.6% | $8,285-48.8% | $13,397-68.3% |