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 | $97,109 | $107,334-9.5% | $92,893+4.5% | $152,861-36.5% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 25.68% | 145.58%-119.9pp | 109.41%-83.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,688 | $4,221-60.0% | $3,653-53.8% | $4,762-64.5% |
| Participant deferral / active EE | $3,263 | $4,845-32.6% | $4,236-23.0% | $5,850-44.2% |
| Admin fee / account holder | $12,809 | $7,079+80.9% | $5,794+121.1% | $11,596+10.5% |