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 | $90,565 | $102,966-12.0% | $90,281+0.3% | $152,861-40.8% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 22.99% | 95.16%-72.2pp | 78.10%-55.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,953 | $3,139-37.8% | $2,854-31.6% | $4,762-59.0% |
| Participant deferral / active EE | $2,819 | $4,281-34.2% | $3,885-27.4% | $5,850-51.8% |
| Admin fee / account holder | $4,572 | $6,171-25.9% | $5,351-14.6% | $11,596-60.6% |