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 | $89,623 | $106,890-16.2% | $84,015+6.7% | $152,861-41.4% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.4%-5.5pp |
| Annual return | 22.28% | 104.99%-82.7pp | 71.31%-49.0pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,097 | $2,734-59.9% | $1,983-44.7% | $4,762-77.0% |
| Participant deferral / active EE | $7,181 | $4,011+79.0% | $3,239+121.7% | $5,850+22.7% |
| Admin fee / account holder | $17,113 | $8,285+106.5% | $6,101+180.5% | $11,596+47.6% |