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 | $118,813 | $165,984-28.4% | $164,813-27.9% | $145,922-18.6% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 10.60% | 100.03%-89.4pp | 69.93%-59.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,034 | $5,273-42.5% | $4,341-30.1% | $4,660-34.9% |
| Participant deferral / active EE | $11,043 | $6,959+58.7% | $6,031+83.1% | $6,688+65.1% |
| Admin fee / account holder | $8,283 | $16,648-50.2% | $12,690-34.7% | $13,397-38.2% |