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 | $107,100 | $106,890+0.2% | $84,015+27.5% | $152,861-29.9% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.4%+10.4pp |
| Annual return | 25.24% | 104.99%-79.7pp | 71.31%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,107 | $2,734-23.0% | $1,983+6.2% | $4,762-55.8% |
| Participant deferral / active EE | $4,128 | $4,011+2.9% | $3,239+27.4% | $5,850-29.4% |
| Admin fee / account holder | $3,146 | $8,285-62.0% | $6,101-48.4% | $11,596-72.9% |