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 | $105,494 | $109,982-4.1% | $97,226+8.5% | $145,922-27.7% |
| Participation rate | 95.8% | 75.9%+19.9pp | 72.7%+23.1pp | 80.3%+15.6pp |
| Annual return | 15.77% | 242.90%-227.1pp | 75.13%-59.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,951 | $3,084-36.7% | $2,729-28.5% | $4,660-58.1% |
| Participant deferral / active EE | $3,202 | $4,676-31.5% | $4,264-24.9% | $6,688-52.1% |
| Admin fee / account holder | $14,740 | $6,221+137.0% | $5,654+160.7% | $13,397+10.0% |