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 | $98,253 | $112,096-12.3% | $95,952+2.4% | $158,922-38.2% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 18.30% | 171.09%-152.8pp | 91.61%-73.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,105 | $3,198-34.2% | $2,541-17.2% | $4,761-55.8% |
| Participant deferral / active EE | $7,614 | $4,784+59.2% | $4,167+82.7% | $5,982+27.3% |
| Admin fee / account holder | $9,089 | $10,130-10.3% | $6,795+33.7% | $11,246-19.2% |