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 | $98,740 | $112,096-11.9% | $95,952+2.9% | $158,922-37.9% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 39.20% | 171.09%-131.9pp | 91.61%-52.4pp | 302.83%-263.6pp |
| Employer contribution / active EE | $5,683 | $3,198+77.7% | $2,541+123.7% | $4,761+19.4% |
| Participant deferral / active EE | $12,835 | $4,784+168.3% | $4,167+208.0% | $5,982+114.6% |
| Admin fee / account holder | $3,833 | $10,130-62.2% | $6,795-43.6% | $11,246-65.9% |