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 | $103,369 | $121,625-15.0% | $104,607-1.2% | $158,922-35.0% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 16.79% | 465.26%-448.5pp | 340.46%-323.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,576 | $3,163-50.2% | $2,681-41.2% | $4,761-66.9% |
| Participant deferral / active EE | $6,199 | $4,177+48.4% | $3,740+65.8% | $5,982+3.6% |
| Admin fee / account holder | $361 | $7,787-95.4% | $6,473-94.4% | $11,246-96.8% |