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 | $95,672 | $111,724-14.4% | $93,606+2.2% | $145,922-34.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 14.60% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,674 | $3,090-13.4% | $2,420+10.5% | $4,660-42.6% |
| Participant deferral / active EE | $2,007 | $4,912-59.1% | $4,411-54.5% | $6,688-70.0% |
| Admin fee / account holder | $1,402 | $10,250-86.3% | $8,285-83.1% | $13,397-89.5% |