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 | $91,588 | $111,724-18.0% | $93,606-2.2% | $145,922-37.2% |
| Participation rate | 79.2% | 74.2%+5.0pp | 68.7%+10.4pp | 80.3%-1.1pp |
| Annual return | 10.34% | 202.98%-192.6pp | 133.20%-122.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,424 | $3,090-21.5% | $2,420+0.2% | $4,660-48.0% |
| Participant deferral / active EE | $3,764 | $4,912-23.4% | $4,411-14.7% | $6,688-43.7% |
| Admin fee / account holder | $25,778 | $10,250+151.5% | $8,285+211.1% | $13,397+92.4% |