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 | $102,535 | $115,770-11.4% | $101,248+1.3% | $158,922-35.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.28% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,664 | $4,175-60.1% | $3,660-54.5% | $4,761-65.0% |
| Participant deferral / active EE | $5,222 | $4,957+5.3% | $4,370+19.5% | $5,982-12.7% |
| Admin fee / account holder | $2,458 | $7,245-66.1% | $5,945-58.7% | $11,246-78.1% |