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 | $115,705 | $115,770-0.1% | $101,248+14.3% | $158,922-27.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.73% | 56.14%-38.4pp | 46.47%-28.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,022 | $4,175-75.5% | $3,660-72.1% | $4,761-78.5% |
| Participant deferral / active EE | $5,940 | $4,957+19.8% | $4,370+35.9% | $5,982-0.7% |
| Admin fee / account holder | $2,573 | $7,245-64.5% | $5,945-56.7% | $11,246-77.1% |