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 | $108,204 | $110,257-1.9% | $96,544+12.1% | $139,434-22.4% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 273.55% | 26.32%+247.2pp | 25.84%+247.7pp | 372.94%-99.4pp |
| Employer contribution / active EE | $1,551 | $3,620-57.1% | $2,965-47.7% | $4,751-67.3% |
| Participant deferral / active EE | $3,686 | $5,548-33.6% | $4,851-24.0% | $6,710-45.1% |
| Admin fee / account holder | $1,384 | $11,591-88.1% | $8,252-83.2% | $11,403-87.9% |