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 | $82,321 | $103,376-20.4% | $87,100-5.5% | $152,861-46.1% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 20.12% | 28.10%-8.0pp | 28.19%-8.1pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,450 | $3,220-23.9% | $2,521-2.8% | $4,762-48.5% |
| Participant deferral / active EE | $5,468 | $4,778+14.5% | $4,049+35.1% | $5,850-6.5% |
| Admin fee / account holder | $940 | $12,205-92.3% | $7,497-87.5% | $11,596-91.9% |