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 | $107,889 | $102,966+4.8% | $90,281+19.5% | $152,861-29.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 24.25% | 95.16%-70.9pp | 78.10%-53.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,786 | $3,139-11.2% | $2,854-2.4% | $4,762-41.5% |
| Participant deferral / active EE | $8,608 | $4,281+101.1% | $3,885+121.6% | $5,850+47.1% |
| Admin fee / account holder | $16,253 | $6,171+163.4% | $5,351+203.7% | $11,596+40.2% |