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 | $99,233 | $102,616-3.3% | $81,983+21.0% | $158,922-37.6% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 9.25% | 61.04%-51.8pp | 41.31%-32.1pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,061 | $3,240-36.4% | $2,498-17.5% | $4,761-56.7% |
| Participant deferral / active EE | $6,414 | $4,648+38.0% | $3,722+72.3% | $5,982+7.2% |
| Admin fee / account holder | $10,036 | $8,235+21.9% | $5,664+77.2% | $11,246-10.8% |