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 | $83,812 | $112,096-25.2% | $95,952-12.7% | $158,922-47.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 9.74% | 171.09%-161.4pp | 91.61%-81.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,467 | $3,198-54.1% | $2,541-42.3% | $4,761-69.2% |
| Participant deferral / active EE | $3,512 | $4,784-26.6% | $4,167-15.7% | $5,982-41.3% |
| Admin fee / account holder | $762 | $10,130-92.5% | $6,795-88.8% | $11,246-93.2% |