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 | $91,127 | $105,181-13.4% | $159,436-42.8% | $85,850+6.1% |
| Participation rate | 73.5% | 75.8%-2.2pp | 82.8%-9.3pp | 69.3%+4.2pp |
| Annual return | 14.70% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,165 | $5,945+3.7% | $7,352-16.1% | $3,952+56.0% |
| Admin fee / account holder | $1,876 | $6,933-72.9% | $10,799-82.6% | $6,260-70.0% |