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 | $91,656 | $95,416-3.9% | $185,823-50.7% | $85,850+6.8% |
| Participation rate | 72.1% | 68.8%+3.3pp | 81.7%-9.6pp | 69.3%+2.7pp |
| Annual return | 42.60% | 23.59%+19.0pp | 122.05%-79.5pp | 318.53%-275.9pp |
| Employer contribution / active EE | $1,627 | $3,314-50.9% | $5,167-68.5% | $2,565-36.6% |
| Participant deferral / active EE | $2,254 | $3,423-34.2% | $5,568-59.5% | $3,952-43.0% |
| Admin fee / account holder | $955 | $7,213-86.8% | $16,237-94.1% | $6,260-84.8% |