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 | $100,311 | $56,114+78.8% | $96,139+4.3% | $85,850+16.8% |
| Participation rate | 80.8% | 56.7%+24.0pp | 68.4%+12.3pp | 69.3%+11.5pp |
| Annual return | 15.91% | 42.30%-26.4pp | 191.94%-176.0pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,392 | $1,620-14.1% | $2,797-50.2% | $2,565-45.7% |
| Participant deferral / active EE | $3,999 | $2,859+39.9% | $4,349-8.0% | $3,952+1.2% |
| Admin fee / account holder | $6,671 | $3,768+77.0% | $5,537+20.5% | $6,260+6.6% |