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 | $111,791 | $136,179-17.9% | $98,755+13.2% | $167,490-33.3% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 16.68% | 67.53%-50.9pp | 49.91%-33.2pp | 478.56%-461.9pp |
| Employer contribution / active EE | $844 | $2,631-67.9% | $2,067-59.2% | $4,837-82.6% |
| Participant deferral / active EE | $5,999 | $3,716+61.4% | $3,035+97.6% | $6,341-5.4% |
| Admin fee / account holder | $1,336 | $5,031-73.4% | $4,076-67.2% | $12,309-89.1% |