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 | $110,806 | $99,652+11.2% | $78,778+40.7% | $147,584-24.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 19.61% | 47.28%-27.7pp | 35.62%-16.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,047 | $2,796-26.8% | $1,986+3.1% | $4,876-58.0% |
| Participant deferral / active EE | $6,263 | $3,664+71.0% | $2,958+111.7% | $5,439+15.2% |
| Admin fee / account holder | $1,016 | $7,155-85.8% | $5,134-80.2% | $10,885-90.7% |