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 | $107,900 | $115,770-6.8% | $101,248+6.6% | $158,922-32.1% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 19.50% | 56.14%-36.6pp | 46.47%-27.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $7,200 | $4,175+72.5% | $3,660+96.7% | $4,761+51.2% |
| Participant deferral / active EE | $3,562 | $4,957-28.1% | $4,370-18.5% | $5,982-40.4% |
| Admin fee / account holder | $5,535 | $7,245-23.6% | $5,945-6.9% | $11,246-50.8% |