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 | $97,599 | $107,934-9.6% | $91,989+6.1% | $152,861-36.2% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.4%+8.5pp |
| Annual return | 24.91% | 89.24%-64.3pp | 69.02%-44.1pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,210 | $4,210-47.5% | $3,452-36.0% | $4,762-53.6% |
| Participant deferral / active EE | $3,828 | $6,364-39.8% | $5,923-35.4% | $5,850-34.6% |
| Admin fee / account holder | $3,824 | $10,520-63.7% | $7,743-50.6% | $11,596-67.0% |