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 | $83,353 | $102,966-19.0% | $90,281-7.7% | $152,861-45.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 18.17% | 95.16%-77.0pp | 78.10%-59.9pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,952 | $3,139+25.9% | $2,854+38.5% | $4,762-17.0% |
| Participant deferral / active EE | $10,121 | $4,281+136.4% | $3,885+160.5% | $5,850+73.0% |
| Admin fee / account holder | $1,348 | $6,171-78.2% | $5,351-74.8% | $11,596-88.4% |