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 | $100,596 | $112,096-10.3% | $95,952+4.8% | $158,922-36.7% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 18.25% | 171.09%-152.8pp | 91.61%-73.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $3,167 | $3,198-1.0% | $2,541+24.6% | $4,761-33.5% |
| Participant deferral / active EE | $6,764 | $4,784+41.4% | $4,167+62.3% | $5,982+13.1% |
| Admin fee / account holder | $1,408 | $10,130-86.1% | $6,795-79.3% | $11,246-87.5% |