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 | $94,653 | $100,773-6.1% | $88,946+6.4% | $142,382-33.5% |
| Participation rate | 94.7% | 74.3%+20.5pp | 68.8%+25.9pp | 80.1%+14.6pp |
| Annual return | 17.23% | 70.18%-52.9pp | 57.82%-40.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,398 | $2,918+16.5% | $2,555+33.0% | $4,299-21.0% |
| Participant deferral / active EE | $9,403 | $5,230+79.8% | $4,581+105.3% | $6,507+44.5% |
| Admin fee / account holder | $748 | $9,693-92.3% | $8,261-90.9% | $12,624-94.1% |