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 | $92,794 | $109,327-15.1% | $89,391+3.8% | $158,922-41.6% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.0%+9.8pp | 82.0%-4.2pp |
| Annual return | 17.68% | 345.68%-328.0pp | 245.62%-227.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,556 | $3,170-50.9% | $2,586-39.8% | $4,761-67.3% |
| Participant deferral / active EE | $3,188 | $4,598-30.7% | $3,890-18.0% | $5,982-46.7% |
| Admin fee / account holder | $1,088 | $6,153-82.3% | $4,881-77.7% | $11,246-90.3% |