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 | $82,352 | $102,382-19.6% | $147,005-44.0% | $80,874+1.8% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 18.18% | 134.89%-116.7pp | 418.76%-400.6pp | 35.62%-17.4pp |
| Employer contribution / active EE | $2,504 | $3,715-32.6% | $4,934-49.3% | $2,756-9.1% |
| Participant deferral / active EE | $8,231 | $6,646+23.8% | $8,070+2.0% | $4,297+91.6% |
| Admin fee / account holder | $5,770 | $7,942-27.3% | $13,006-55.6% | $6,935-16.8% |