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 | $92,050 | $102,382-10.1% | $147,005-37.4% | $80,874+13.8% |
| Participation rate | 88.6% | 75.8%+12.7pp | 82.2%+6.4pp | 67.6%+20.9pp |
| Annual return | 20.34% | 134.89%-114.6pp | 418.76%-398.4pp | 35.62%-15.3pp |
| Employer contribution / active EE | $2,759 | $3,715-25.7% | $4,934-44.1% | $2,756+0.1% |
| Participant deferral / active EE | $9,823 | $6,646+47.8% | $8,070+21.7% | $4,297+128.6% |
| Admin fee / account holder | $3,390 | $7,942-57.3% | $13,006-73.9% | $6,935-51.1% |