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 | $110,787 | $112,096-1.2% | $95,952+15.5% | $158,922-30.3% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 21.41% | 171.09%-149.7pp | 91.61%-70.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,339 | $3,198-26.9% | $2,541-7.9% | $4,761-50.9% |
| Participant deferral / active EE | $4,501 | $4,784-5.9% | $4,167+8.0% | $5,982-24.8% |
| Admin fee / account holder | $37,604 | $10,130+271.2% | $6,795+453.4% | $11,246+234.4% |