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 | $114,154 | $105,181+8.5% | $159,436-28.4% | $85,850+33.0% |
| Participation rate | 76.2% | 75.8%+0.4pp | 82.8%-6.6pp | 69.3%+6.9pp |
| Annual return | 14.69% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,979 | $3,318-10.2% | $4,829-38.3% | $2,565+16.1% |
| Participant deferral / active EE | $6,625 | $5,945+11.4% | $7,352-9.9% | $3,952+67.7% |
| Admin fee / account holder | $3,205 | $6,933-53.8% | $10,799-70.3% | $6,260-48.8% |