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 | $93,101 | $99,079-6.0% | $77,999+19.4% | $273,961-66.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.5%+17.3pp | 83.0%+9.8pp |
| Annual return | 7.60% | 217.93%-210.3pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $588 | $3,308-82.2% | $2,470-76.2% | $4,869-87.9% |
| Participant deferral / active EE | $4,148 | $4,306-3.7% | $3,497+18.6% | $5,287-21.6% |
| Admin fee / account holder | $2,079 | $8,954-76.8% | $5,480-62.1% | $10,132-79.5% |