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 | $96,636 | $95,971+0.7% | $74,550+29.6% | $135,375-28.6% |
| Participation rate | 91.3% | 75.7%+15.7pp | 69.1%+22.2pp | 82.6%+8.7pp |
| Annual return | 10.90% | 56.96%-46.1pp | 32.53%-21.6pp | 519.73%-508.8pp |
| Employer contribution / active EE | $2,401 | $2,716-11.6% | $1,961+22.4% | $4,779-49.8% |
| Participant deferral / active EE | $3,538 | $3,843-7.9% | $3,108+13.8% | $5,609-36.9% |
| Admin fee / account holder | $2,336 | $6,522-64.2% | $5,060-53.8% | $10,827-78.4% |