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 | $104,182 | $108,172-3.7% | $77,482+34.5% | $158,922-34.4% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 21.36% | 31.67%-10.3pp | 54.79%-33.4pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,801 | $1,325+111.4% | $986+183.9% | $4,761-41.2% |
| Participant deferral / active EE | $7,738 | $2,456+215.0% | $1,861+315.8% | $5,982+29.4% |
| Admin fee / account holder | $1,837 | $3,708-50.5% | $2,858-35.7% | $11,246-83.7% |