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 | $97,688 | $115,770-15.6% | $101,248-3.5% | $158,922-38.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 10.88% | 56.14%-45.3pp | 46.47%-35.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $5,798 | $4,175+38.9% | $3,660+58.4% | $4,761+21.8% |
| Participant deferral / active EE | $12,556 | $4,957+153.3% | $4,370+187.3% | $5,982+109.9% |
| Admin fee / account holder | $4,724 | $7,245-34.8% | $5,945-20.5% | $11,246-58.0% |