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 | $93,146 | $105,998-12.1% | $92,233+1.0% | $147,584-36.9% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 12.48% | 50.05%-37.6pp | 176.28%-163.8pp | 578.55%-566.1pp |
| Employer contribution / active EE | $766 | $4,333-82.3% | $3,679-79.2% | $4,876-84.3% |
| Participant deferral / active EE | $1,387 | $4,478-69.0% | $3,897-64.4% | $5,439-74.5% |
| Admin fee / account holder | $582 | $6,332-90.8% | $5,194-88.8% | $10,885-94.7% |