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 | $101,667 | $197,591-48.5% | $177,821-42.8% | $158,922-36.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 14.27% | 58.76%-44.5pp | 48.32%-34.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,333 | $6,697-65.2% | $5,918-60.6% | $4,761-51.0% |
| Participant deferral / active EE | $4,136 | $8,405-50.8% | $7,714-46.4% | $5,982-30.9% |
| Admin fee / account holder | $21,298 | $15,399+38.3% | $12,427+71.4% | $11,246+89.4% |