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 | $84,100 | $99,652-15.6% | $78,778+6.8% | $147,584-43.0% |
| Participation rate | 88.2% | 76.2%+12.0pp | 69.2%+19.0pp | 82.8%+5.4pp |
| Annual return | 16.95% | 47.28%-30.3pp | 35.62%-18.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,238 | $2,796-20.0% | $1,986+12.7% | $4,876-54.1% |
| Participant deferral / active EE | $5,412 | $3,664+47.7% | $2,958+83.0% | $5,439-0.5% |
| Admin fee / account holder | $9,513 | $7,155+32.9% | $5,134+85.3% | $10,885-12.6% |