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 | $105,490 | $105,181+0.3% | $159,436-33.8% | $85,850+22.9% |
| Participation rate | 70.3% | 75.8%-5.5pp | 82.8%-12.6pp | 69.3%+1.0pp |
| Annual return | 14.44% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,099 | $3,318+23.5% | $4,829-15.1% | $2,565+59.8% |
| Participant deferral / active EE | $8,286 | $5,945+39.4% | $7,352+12.7% | $3,952+109.7% |
| Admin fee / account holder | $386 | $6,933-94.4% | $10,799-96.4% | $6,260-93.8% |