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 | $87,715 | $104,907-16.4% | $84,611+3.7% | $152,861-42.6% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.4%-9.7pp |
| Annual return | 22.27% | 373.79%-351.5pp | 258.74%-236.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,973 | $3,302-10.0% | $2,652+12.1% | $4,762-37.6% |
| Participant deferral / active EE | $4,488 | $4,688-4.3% | $3,899+15.1% | $5,850-23.3% |
| Admin fee / account holder | $9,995 | $6,241+60.2% | $4,912+103.5% | $11,596-13.8% |