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 | $103,665 | $99,652+4.0% | $78,778+31.6% | $147,584-29.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 21.83% | 47.28%-25.5pp | 35.62%-13.8pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,245 | $2,796-19.7% | $1,986+13.1% | $4,876-54.0% |
| Participant deferral / active EE | $4,210 | $3,664+14.9% | $2,958+42.3% | $5,439-22.6% |
| Admin fee / account holder | $545 | $7,155-92.4% | $5,134-89.4% | $10,885-95.0% |