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 | $103,175 | $112,096-8.0% | $95,952+7.5% | $158,922-35.1% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 12.28% | 171.09%-158.8pp | 91.61%-79.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $686 | $3,198-78.6% | $2,541-73.0% | $4,761-85.6% |
| Participant deferral / active EE | $2,503 | $4,784-47.7% | $4,167-39.9% | $5,982-58.2% |
| Admin fee / account holder | $8,461 | $10,130-16.5% | $6,795+24.5% | $11,246-24.8% |