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 | $115,024 | $165,984-30.7% | $164,813-30.2% | $145,922-21.2% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 16.36% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,699 | $5,273-48.8% | $4,341-37.8% | $4,660-42.1% |
| Participant deferral / active EE | $5,808 | $6,959-16.5% | $6,031-3.7% | $6,688-13.2% |
| Admin fee / account holder | $13,462 | $16,648-19.1% | $12,690+6.1% | $13,397+0.5% |