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 | $89,394 | $96,635-7.5% | $86,612+3.2% | $139,434-35.9% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 12.17% | 106.41%-94.2pp | 591.07%-578.9pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,274 | $3,263-30.3% | $3,022-24.7% | $4,751-52.1% |
| Participant deferral / active EE | $5,164 | $4,836+6.8% | $4,438+16.4% | $6,710-23.0% |
| Admin fee / account holder | $824 | $6,408-87.1% | $5,614-85.3% | $11,403-92.8% |