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 | $115,355 | $118,680-2.8% | $98,907+16.6% | $158,922-27.4% |
| Participation rate | 95.2% | 77.8%+17.4pp | 76.0%+19.2pp | 82.0%+13.3pp |
| Annual return | 17.83% | 372.35%-354.5pp | 196.43%-178.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,471 | $3,333+4.1% | $2,689+29.1% | $4,761-27.1% |
| Participant deferral / active EE | $9,575 | $5,088+88.2% | $4,244+125.6% | $5,982+60.1% |
| Admin fee / account holder | $9,251 | $10,131-8.7% | $6,642+39.3% | $11,246-17.7% |