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 | $105,165 | $112,881-6.8% | $90,951+15.6% | $158,922-33.8% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 24.08% | 215.79%-191.7pp | 134.60%-110.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,054 | $2,893-29.0% | $2,122-3.2% | $4,761-56.9% |
| Participant deferral / active EE | $6,646 | $4,128+61.0% | $3,373+97.0% | $5,982+11.1% |
| Admin fee / account holder | $1,321 | $8,041-83.6% | $5,959-77.8% | $11,246-88.2% |