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 | $108,452 | $115,770-6.3% | $101,248+7.1% | $158,922-31.8% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 34.52% | 56.14%-21.6pp | 46.47%-12.0pp | 302.83%-268.3pp |
| Employer contribution / active EE | $2,570 | $4,175-38.4% | $3,660-29.8% | $4,761-46.0% |
| Participant deferral / active EE | $5,815 | $4,957+17.3% | $4,370+33.1% | $5,982-2.8% |
| Admin fee / account holder | $671 | $7,245-90.7% | $5,945-88.7% | $11,246-94.0% |