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 | $107,862 | $126,574-14.8% | $106,213+1.6% | $145,922-26.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.14% | 224.79%-213.6pp | 116.14%-105.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,743 | $3,730-53.3% | $3,171-45.0% | $4,660-62.6% |
| Participant deferral / active EE | $5,977 | $5,724+4.4% | $5,016+19.2% | $6,688-10.6% |
| Admin fee / account holder | $1,649 | $17,304-90.5% | $11,033-85.1% | $13,397-87.7% |