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 | $102,899 | $105,181-2.2% | $159,436-35.5% | $85,850+19.9% |
| Participation rate | 70.5% | 75.8%-5.3pp | 82.8%-12.4pp | 69.3%+1.1pp |
| Annual return | 13.67% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,459 | $5,945+8.7% | $7,352-12.1% | $3,952+63.5% |
| Admin fee / account holder | $9,697 | $6,933+39.9% | $10,799-10.2% | $6,260+54.9% |