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 | $95,568 | $105,998-9.8% | $92,233+3.6% | $147,584-35.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 15.18% | 50.05%-34.9pp | 176.28%-161.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,200 | $4,333-72.3% | $3,679-67.4% | $4,876-75.4% |
| Participant deferral / active EE | $3,679 | $4,478-17.8% | $3,897-5.6% | $5,439-32.3% |
| Admin fee / account holder | $1,844 | $6,332-70.9% | $5,194-64.5% | $10,885-83.1% |