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 | $102,257 | $105,181-2.8% | $159,436-35.9% | $85,850+19.1% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.8%+15.0pp | 69.3%+28.5pp |
| Annual return | 23.34% | 45.07%-21.7pp | 263.57%-240.2pp | 318.53%-295.2pp |
| Employer contribution / active EE | $2,735 | $3,318-17.6% | $4,829-43.4% | $2,565+6.6% |
| Participant deferral / active EE | $8,199 | $5,945+37.9% | $7,352+11.5% | $3,952+107.5% |
| Admin fee / account holder | $4,282 | $6,933-38.2% | $10,799-60.3% | $6,260-31.6% |