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 | $93,920 | $102,547-8.4% | $78,210+20.1% | $147,584-36.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.70% | 51.08%-40.4pp | 40.90%-30.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,934 | $2,617+12.1% | $2,034+44.3% | $4,876-39.8% |
| Participant deferral / active EE | $4,191 | $3,481+20.4% | $2,823+48.5% | $5,439-22.9% |
| Admin fee / account holder | $3,077 | $5,059-39.2% | $3,758-18.1% | $10,885-71.7% |