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 | $53,471 | $106,890-50.0% | $84,015-36.4% | $152,861-65.0% |
| Participation rate | 76.5% | 75.2%+1.2pp | 69.0%+7.5pp | 82.4%-6.0pp |
| Annual return | 20.64% | 104.99%-84.3pp | 71.31%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,064 | $2,734-24.5% | $1,983+4.1% | $4,762-56.7% |
| Participant deferral / active EE | $3,498 | $4,011-12.8% | $3,239+8.0% | $5,850-40.2% |
| Admin fee / account holder | $1,408 | $8,285-83.0% | $6,101-76.9% | $11,596-87.9% |