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 | $99,470 | $74,888+32.8% | $71,209+39.7% | $142,382-30.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 16.19% | 345.14%-329.0pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,297 | $2,854-54.6% | $2,721-52.3% | $4,299-69.8% |
| Participant deferral / active EE | $3,110 | $4,454-30.2% | $4,175-25.5% | $6,507-52.2% |
| Admin fee / account holder | $1,516 | $5,568-72.8% | $5,349-71.7% | $12,624-88.0% |