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 | $84,371 | $105,998-20.4% | $92,233-8.5% | $147,584-42.8% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 11.73% | 50.05%-38.3pp | 176.28%-164.6pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,685 | $4,333-38.0% | $3,679-27.0% | $4,876-44.9% |
| Participant deferral / active EE | $3,453 | $4,478-22.9% | $3,897-11.4% | $5,439-36.5% |
| Admin fee / account holder | $2,032 | $6,332-67.9% | $5,194-60.9% | $10,885-81.3% |