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 | $102,293 | $112,881-9.4% | $90,951+12.5% | $158,922-35.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 25.04% | 215.79%-190.8pp | 134.60%-109.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $2,862 | $2,893-1.1% | $2,122+34.9% | $4,761-39.9% |
| Participant deferral / active EE | $6,590 | $4,128+59.7% | $3,373+95.4% | $5,982+10.2% |
| Admin fee / account holder | $8,109 | $8,041+0.8% | $5,959+36.1% | $11,246-27.9% |