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 6-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 | $99,905 | $95,416+4.7% | $185,823-46.2% | $85,850+16.4% |
| Participation rate | 76.1% | 68.8%+7.3pp | 81.7%-5.6pp | 69.3%+6.8pp |
| Annual return | 19.28% | 23.59%-4.3pp | 122.05%-102.8pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,980 | $3,314-10.1% | $5,167-42.3% | $2,565+16.2% |
| Participant deferral / active EE | $7,181 | $3,423+109.8% | $5,568+29.0% | $3,952+81.7% |
| Admin fee / account holder | $13,229 | $7,213+83.4% | $16,237-18.5% | $6,260+111.3% |