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 | $101,032 | $114,381-11.7% | $107,525-6.0% | $142,382-29.0% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 19.37% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,348 | $4,015-66.4% | $3,754-64.1% | $4,299-68.7% |
| Participant deferral / active EE | $3,535 | $5,564-36.5% | $5,116-30.9% | $6,507-45.7% |
| Admin fee / account holder | $1,506 | $9,860-84.7% | $8,919-83.1% | $12,624-88.1% |