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 | $111,485 | $112,096-0.5% | $95,952+16.2% | $158,922-29.8% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 16.59% | 171.09%-154.5pp | 91.61%-75.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,720 | $3,198-46.2% | $2,541-32.3% | $4,761-63.9% |
| Participant deferral / active EE | $4,819 | $4,784+0.7% | $4,167+15.7% | $5,982-19.4% |
| Admin fee / account holder | $6,530 | $10,130-35.5% | $6,795-3.9% | $11,246-41.9% |