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 | $120,455 | $115,770+4.0% | $101,248+19.0% | $158,922-24.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 16.81% | 56.14%-39.3pp | 46.47%-29.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,909 | $4,175-54.3% | $3,660-47.8% | $4,761-59.9% |
| Participant deferral / active EE | $4,762 | $4,957-3.9% | $4,370+9.0% | $5,982-20.4% |
| Admin fee / account holder | $4,421 | $7,245-39.0% | $5,945-25.6% | $11,246-60.7% |