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 | $108,652 | $115,770-6.1% | $101,248+7.3% | $158,922-31.6% |
| Participation rate | 79.2% | 79.4%-0.2pp | 75.8%+3.4pp | 82.0%-2.8pp |
| Annual return | 11.66% | 56.14%-44.5pp | 46.47%-34.8pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,883 | $4,175-30.9% | $3,660-21.2% | $4,761-39.4% |
| Participant deferral / active EE | $5,214 | $4,957+5.2% | $4,370+19.3% | $5,982-12.8% |
| Admin fee / account holder | $18,700 | $7,245+158.1% | $5,945+214.5% | $11,246+66.3% |