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 | $91,476 | $102,966-11.2% | $90,281+1.3% | $152,861-40.2% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.4%+2.2pp |
| Annual return | 22.09% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,818 | $3,139-10.2% | $2,854-1.3% | $4,762-40.8% |
| Participant deferral / active EE | $3,563 | $4,281-16.8% | $3,885-8.3% | $5,850-39.1% |
| Admin fee / account holder | $646 | $6,171-89.5% | $5,351-87.9% | $11,596-94.4% |