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 | $104,398 | $109,982-5.1% | $97,226+7.4% | $145,922-28.5% |
| Participation rate | 70.0% | 75.9%-5.9pp | 72.7%-2.7pp | 80.3%-10.3pp |
| Annual return | 10.17% | 242.90%-232.7pp | 75.13%-65.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,522 | $3,084-50.7% | $2,729-44.2% | $4,660-67.3% |
| Participant deferral / active EE | $3,177 | $4,676-32.1% | $4,264-25.5% | $6,688-52.5% |
| Admin fee / account holder | $6,617 | $6,221+6.4% | $5,654+17.0% | $13,397-50.6% |