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 | $109,159 | $112,096-2.6% | $95,952+13.8% | $158,922-31.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 16.40% | 171.09%-154.7pp | 91.61%-75.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,868 | $3,198-41.6% | $2,541-26.5% | $4,761-60.8% |
| Participant deferral / active EE | $7,874 | $4,784+64.6% | $4,167+89.0% | $5,982+31.6% |
| Admin fee / account holder | $5,369 | $10,130-47.0% | $6,795-21.0% | $11,246-52.3% |