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 8-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 | $105,787 | $108,919-2.9% | $100,391+5.4% | $145,922-27.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 15.55% | 57.88%-42.3pp | 49.20%-33.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,054 | $4,419-30.9% | $3,942-22.5% | $4,660-34.5% |
| Participant deferral / active EE | $7,398 | $8,445-12.4% | $8,082-8.5% | $6,688+10.6% |
| Admin fee / account holder | $13,908 | $9,689+43.6% | $7,899+76.1% | $13,397+3.8% |