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 | $111,263 | $152,587-27.1% | $125,175-11.1% | $152,861-27.2% |
| Participation rate | 94.7% | 83.3%+11.4pp | 79.8%+15.0pp | 82.4%+12.3pp |
| Annual return | 25.18% | 54.84%-29.7pp | 43.79%-18.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,892 | $4,946-41.5% | $3,865-25.2% | $4,762-39.3% |
| Participant deferral / active EE | $4,991 | $5,868-14.9% | $4,937+1.1% | $5,850-14.7% |
| Admin fee / account holder | $915 | $13,434-93.2% | $9,702-90.6% | $11,596-92.1% |