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 | $97,342 | $109,904-11.4% | $97,167+0.2% | $145,959-33.3% |
| Participation rate | 92.3% | 75.9%+16.4pp | 72.7%+19.6pp | 80.3%+12.0pp |
| Annual return | 8.78% | 243.43%-234.7pp | 75.27%-66.5pp | 561.95%-553.2pp |
| Employer contribution / active EE | $5,969 | $3,084+93.5% | $2,729+118.7% | $4,661+28.1% |
| Participant deferral / active EE | $6,196 | $4,676+32.5% | $4,264+45.3% | $6,689-7.4% |
| Admin fee / account holder | $2,264 | $6,216-63.6% | $5,650-59.9% | $13,398-83.1% |