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 | $80,200 | $106,890-25.0% | $84,015-4.5% | $152,861-47.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 21.69% | 104.99%-83.3pp | 71.31%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,771 | $2,734-35.2% | $1,983-10.7% | $4,762-62.8% |
| Participant deferral / active EE | $3,089 | $4,011-23.0% | $3,239-4.6% | $5,850-47.2% |
| Admin fee / account holder | $661 | $8,285-92.0% | $6,101-89.2% | $11,596-94.3% |