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 | $115,868 | $165,984-30.2% | $164,813-29.7% | $145,922-20.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 12.54% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,389 | $5,273-16.8% | $4,341+1.1% | $4,660-5.8% |
| Participant deferral / active EE | $9,608 | $6,959+38.1% | $6,031+59.3% | $6,688+43.7% |
| Admin fee / account holder | $12,670 | $16,648-23.9% | $12,690-0.2% | $13,397-5.4% |