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 | $89,628 | $109,327-18.0% | $89,391+0.3% | $158,922-43.6% |
| Participation rate | 79.2% | 74.3%+4.9pp | 68.0%+11.2pp | 82.0%-2.8pp |
| Annual return | 22.32% | 345.68%-323.4pp | 245.62%-223.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $3,329 | $3,170+5.0% | $2,586+28.7% | $4,761-30.1% |
| Participant deferral / active EE | $6,930 | $4,598+50.7% | $3,890+78.2% | $5,982+15.8% |
| Admin fee / account holder | $1,470 | $6,153-76.1% | $4,881-69.9% | $11,246-86.9% |