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 | $102,068 | $112,096-8.9% | $95,952+6.4% | $158,922-35.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.12% | 171.09%-159.0pp | 91.61%-79.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,415 | $3,198-24.5% | $2,541-5.0% | $4,761-49.3% |
| Participant deferral / active EE | $5,305 | $4,784+10.9% | $4,167+27.3% | $5,982-11.3% |
| Admin fee / account holder | $7,984 | $10,130-21.2% | $6,795+17.5% | $11,246-29.0% |