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 | $102,346 | $99,652+2.7% | $78,778+29.9% | $147,584-30.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 11.76% | 47.28%-35.5pp | 35.62%-23.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,486 | $2,796-11.1% | $1,986+25.2% | $4,876-49.0% |
| Participant deferral / active EE | $5,751 | $3,664+57.0% | $2,958+94.4% | $5,439+5.7% |
| Admin fee / account holder | $22,557 | $7,155+215.3% | $5,134+339.4% | $10,885+107.2% |