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 | $100,021 | $99,020+1.0% | $86,590+15.5% | $147,584-32.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.69% | 1312.34%-1296.6pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $789 | $3,132-74.8% | $2,839-72.2% | $4,876-83.8% |
| Participant deferral / active EE | $5,729 | $3,972+44.2% | $3,609+58.8% | $5,439+5.3% |
| Admin fee / account holder | $3,054 | $5,710-46.5% | $4,906-37.8% | $10,885-71.9% |