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 | $66,205 | $106,890-38.1% | $84,015-21.2% | $152,861-56.7% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 16.33% | 104.99%-88.7pp | 71.31%-55.0pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,211 | $2,734-19.1% | $1,983+11.5% | $4,762-53.6% |
| Participant deferral / active EE | $5,689 | $4,011+41.8% | $3,239+75.7% | $5,850-2.8% |
| Admin fee / account holder | $380 | $8,285-95.4% | $6,101-93.8% | $11,596-96.7% |