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 | $75,593 | $106,890-29.3% | $84,015-10.0% | $152,861-50.5% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 14.83% | 104.99%-90.2pp | 71.31%-56.5pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,573 | $2,734-42.5% | $1,983-20.7% | $4,762-67.0% |
| Participant deferral / active EE | $3,598 | $4,011-10.3% | $3,239+11.1% | $5,850-38.5% |
| Admin fee / account holder | $2,438 | $8,285-70.6% | $6,101-60.0% | $11,596-79.0% |