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 | $99,466 | $117,841-15.6% | $102,423-2.9% | $145,922-31.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 17.27% | 31.65%-14.4pp | 29.32%-12.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $9,987 | $3,615+176.3% | $3,023+230.3% | $4,660+114.3% |
| Participant deferral / active EE | $5,272 | $5,731-8.0% | $5,053+4.3% | $6,688-21.2% |
| Admin fee / account holder | $2,493 | $13,326-81.3% | $9,451-73.6% | $13,397-81.4% |