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 | $82,899 | $123,909-33.1% | $69,647+19.0% | $145,922-43.2% |
| Participation rate | 71.4% | 69.2%+2.2pp | 66.5%+5.0pp | 80.3%-8.8pp |
| Annual return | 14.40% | 190.55%-176.2pp | 100.48%-86.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,553 | $2,682-4.8% | $1,712+49.1% | $4,660-45.2% |
| Participant deferral / active EE | $6,883 | $4,236+62.5% | $2,886+138.5% | $6,688+2.9% |
| Admin fee / account holder | $3,337 | $7,863-57.6% | $4,713-29.2% | $13,397-75.1% |