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 | $102,688 | $115,770-11.3% | $101,248+1.4% | $158,922-35.4% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 11.83% | 56.14%-44.3pp | 46.47%-34.6pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,826 | $4,175-32.3% | $3,660-22.8% | $4,761-40.6% |
| Participant deferral / active EE | $2,181 | $4,957-56.0% | $4,370-50.1% | $5,982-63.5% |
| Admin fee / account holder | $473 | $7,245-93.5% | $5,945-92.1% | $11,246-95.8% |