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 | $98,164 | $112,096-12.4% | $95,952+2.3% | $158,922-38.2% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 9.73% | 171.09%-161.4pp | 91.61%-81.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,058 | $3,198-35.6% | $2,541-19.0% | $4,761-56.8% |
| Participant deferral / active EE | $3,338 | $4,784-30.2% | $4,167-19.9% | $5,982-44.2% |
| Admin fee / account holder | $23,861 | $10,130+135.5% | $6,795+251.1% | $11,246+112.2% |