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 | $92,870 | $112,096-17.2% | $95,952-3.2% | $158,922-41.6% |
| Participation rate | 90.5% | 79.0%+11.5pp | 77.1%+13.4pp | 82.0%+8.5pp |
| Annual return | 8.33% | 171.09%-162.8pp | 91.61%-83.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,949 | $3,198-39.1% | $2,541-23.3% | $4,761-59.1% |
| Participant deferral / active EE | $3,289 | $4,784-31.3% | $4,167-21.1% | $5,982-45.0% |
| Admin fee / account holder | $12,599 | $10,130+24.4% | $6,795+85.4% | $11,246+12.0% |