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 | $90,069 | $105,181-14.4% | $159,436-43.5% | $85,850+4.9% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 15.49% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,010 | $3,318-39.4% | $4,829-58.4% | $2,565-21.6% |
| Participant deferral / active EE | $5,696 | $5,945-4.2% | $7,352-22.5% | $3,952+44.1% |
| Admin fee / account holder | $1,284 | $6,933-81.5% | $10,799-88.1% | $6,260-79.5% |