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 | $102,509 | $107,334-4.5% | $92,893+10.4% | $152,861-32.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 21.81% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,402 | $4,221-43.1% | $3,653-34.2% | $4,762-49.6% |
| Participant deferral / active EE | $2,782 | $4,845-42.6% | $4,236-34.3% | $5,850-52.4% |
| Admin fee / account holder | $16,968 | $7,079+139.7% | $5,794+192.9% | $11,596+46.3% |