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 | $95,283 | $117,841-19.1% | $102,423-7.0% | $145,922-34.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 20.55% | 31.65%-11.1pp | 29.32%-8.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $8,265 | $3,615+128.7% | $3,023+173.4% | $4,660+77.4% |
| Participant deferral / active EE | $4,406 | $5,731-23.1% | $5,053-12.8% | $6,688-34.1% |
| Admin fee / account holder | $6,651 | $13,326-50.1% | $9,451-29.6% | $13,397-50.4% |