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 | $94,524 | $105,998-10.8% | $92,233+2.5% | $147,584-36.0% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 12.41% | 50.05%-37.6pp | 176.28%-163.9pp | 578.55%-566.1pp |
| Employer contribution / active EE | $703 | $4,333-83.8% | $3,679-80.9% | $4,876-85.6% |
| Participant deferral / active EE | $4,065 | $4,478-9.2% | $3,897+4.3% | $5,439-25.3% |
| Admin fee / account holder | $9,020 | $6,332+42.4% | $5,194+73.7% | $10,885-17.1% |