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 | $92,573 | $112,881-18.0% | $90,951+1.8% | $158,922-41.7% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 9.32% | 215.79%-206.5pp | 134.60%-125.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,833 | $2,893-36.7% | $2,122-13.6% | $4,761-61.5% |
| Participant deferral / active EE | $3,945 | $4,128-4.4% | $3,373+17.0% | $5,982-34.1% |
| Admin fee / account holder | $315 | $8,041-96.1% | $5,959-94.7% | $11,246-97.2% |