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 | $67,706 | $105,998-36.1% | $92,233-26.6% | $147,584-54.1% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 19.65% | 50.05%-30.4pp | 176.28%-156.6pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,536 | $4,333-41.5% | $3,679-31.1% | $4,876-48.0% |
| Participant deferral / active EE | $5,893 | $4,478+31.6% | $3,897+51.2% | $5,439+8.3% |
| Admin fee / account holder | $3,658 | $6,332-42.2% | $5,194-29.6% | $10,885-66.4% |