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 | $100,718 | $106,890-5.8% | $84,015+19.9% | $152,861-34.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 15.20% | 104.99%-89.8pp | 71.31%-56.1pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,084 | $2,734-60.4% | $1,983-45.4% | $4,762-77.2% |
| Participant deferral / active EE | $2,470 | $4,011-38.4% | $3,239-23.7% | $5,850-57.8% |
| Admin fee / account holder | $3,415 | $8,285-58.8% | $6,101-44.0% | $11,596-70.6% |