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 | $115,766 | $105,998+9.2% | $92,233+25.5% | $147,584-21.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 15.63% | 50.05%-34.4pp | 176.28%-160.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,800 | $4,333-12.3% | $3,679+3.3% | $4,876-22.1% |
| Participant deferral / active EE | $9,329 | $4,478+108.3% | $3,897+139.4% | $5,439+71.5% |
| Admin fee / account holder | $411 | $6,332-93.5% | $5,194-92.1% | $10,885-96.2% |