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 | $110,850 | $98,750+12.3% | $149,696-26.0% | $79,858+38.8% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 25.75% | 27.43%-1.7pp | 276.60%-250.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $3,371 | $3,216+4.8% | $4,644-27.4% | $2,471+36.4% |
| Participant deferral / active EE | $9,901 | $5,680+74.3% | $6,842+44.7% | $3,740+164.7% |
| Admin fee / account holder | $11,919 | $6,053+96.9% | $9,309+28.0% | $5,306+124.6% |