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 | $77,455 | $106,890-27.5% | $84,015-7.8% | $152,861-49.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 19.83% | 104.99%-85.2pp | 71.31%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,104 | $2,734-23.0% | $1,983+6.1% | $4,762-55.8% |
| Participant deferral / active EE | $6,538 | $4,011+63.0% | $3,239+101.9% | $5,850+11.8% |
| Admin fee / account holder | $7,453 | $8,285-10.1% | $6,101+22.2% | $11,596-35.7% |