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 | $98,086 | $99,921-1.8% | $85,009+15.4% | $145,959-32.8% |
| Participation rate | 73.3% | 74.1%-0.8pp | 67.5%+5.8pp | 80.3%-7.0pp |
| Annual return | 10.48% | 83.89%-73.4pp | 66.47%-56.0pp | 561.95%-551.5pp |
| Employer contribution / active EE | $1,945 | $3,233-39.8% | $2,728-28.7% | $4,661-58.3% |
| Participant deferral / active EE | $3,793 | $5,293-28.3% | $4,522-16.1% | $6,689-43.3% |
| Admin fee / account holder | $1,529 | $7,252-78.9% | $6,153-75.1% | $13,398-88.6% |