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 | $97,053 | $129,217-24.9% | $93,406+3.9% | $158,922-38.9% |
| Participation rate | 85.7% | 71.0%+14.7pp | 66.8%+18.9pp | 82.0%+3.8pp |
| Annual return | 10.61% | 118.21%-107.6pp | 78.05%-67.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,426 | $2,711-10.5% | $2,075+16.9% | $4,761-49.0% |
| Participant deferral / active EE | $3,216 | $3,909-17.7% | $3,126+2.9% | $5,982-46.2% |
| Admin fee / account holder | $406 | $7,383-94.5% | $5,230-92.2% | $11,246-96.4% |