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 | $80,265 | $85,202-5.8% | $172,739-53.5% | $72,985+10.0% |
| Participation rate | 76.6% | 70.1%+6.5pp | 82.6%-6.1pp | 69.5%+7.1pp |
| Annual return | 21.41% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,087 | $3,324-67.3% | $5,143-78.9% | $2,440-55.5% |
| Participant deferral / active EE | $4,355 | $3,260+33.6% | $5,198-16.2% | $3,607+20.7% |
| Admin fee / account holder | $12,545 | $5,884+113.2% | $13,954-10.1% | $5,124+144.8% |