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 | $94,943 | $118,849-20.1% | $96,562-1.7% | $167,490-43.3% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 9.39% | 50.49%-41.1pp | 37.78%-28.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,214 | $3,120-29.0% | $2,356-6.1% | $4,837-54.2% |
| Participant deferral / active EE | $4,520 | $4,616-2.1% | $3,849+17.4% | $6,341-28.7% |
| Admin fee / account holder | $21,309 | $8,065+164.2% | $6,181+244.8% | $12,309+73.1% |