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 | $99,458 | $111,814-11.1% | $93,654+6.2% | $145,959-31.9% |
| Participation rate | 81.3% | 74.2%+7.0pp | 68.7%+12.5pp | 80.3%+1.0pp |
| Annual return | 8.89% | 203.30%-194.4pp | 133.34%-124.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,936 | $3,092-5.0% | $2,421+21.3% | $4,661-37.0% |
| Participant deferral / active EE | $5,135 | $4,914+4.5% | $4,413+16.4% | $6,689-23.2% |
| Admin fee / account holder | $4,277 | $10,246-58.3% | $8,282-48.4% | $13,398-68.1% |