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 | $110,415 | $109,982+0.4% | $97,226+13.6% | $145,922-24.3% |
| Participation rate | 95.2% | 75.9%+19.3pp | 72.7%+22.6pp | 80.3%+15.0pp |
| Annual return | 10.89% | 242.90%-232.0pp | 75.13%-64.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $4,322 | $3,084+40.2% | $2,729+58.4% | $4,660-7.2% |
| Participant deferral / active EE | $6,574 | $4,676+40.6% | $4,264+54.2% | $6,688-1.7% |
| Admin fee / account holder | $4,285 | $6,221-31.1% | $5,654-24.2% | $13,397-68.0% |