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 | $103,750 | $183,963-43.6% | $162,163-36.0% | $152,861-32.1% |
| Participation rate | 86.7% | 88.5%-1.8pp | 87.6%-0.9pp | 82.4%+4.2pp |
| Annual return | 20.35% | 150.76%-130.4pp | 115.59%-95.2pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,056 | $6,371-67.7% | $5,614-63.4% | $4,762-56.8% |
| Participant deferral / active EE | $4,227 | $8,034-47.4% | $7,298-42.1% | $5,850-27.7% |
| Admin fee / account holder | $20,615 | $13,121+57.1% | $10,843+90.1% | $11,596+77.8% |