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 | $105,686 | $99,918+5.8% | $81,382+29.9% | $145,922-27.6% |
| Participation rate | 94.4% | 74.2%+20.3pp | 69.5%+25.0pp | 80.3%+14.2pp |
| Annual return | 10.99% | 34.32%-23.3pp | 24.73%-13.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $5,806 | $2,978+95.0% | $2,463+135.7% | $4,660+24.6% |
| Participant deferral / active EE | $4,045 | $4,605-12.2% | $3,883+4.2% | $6,688-39.5% |
| Admin fee / account holder | $7,033 | $8,212-14.4% | $5,768+21.9% | $13,397-47.5% |