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 | $93,986 | $105,998-11.3% | $92,233+1.9% | $147,584-36.3% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.5%+4.8pp | 82.8%-1.6pp |
| Annual return | 19.55% | 50.05%-30.5pp | 176.28%-156.7pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,533 | $4,333-41.5% | $3,679-31.2% | $4,876-48.1% |
| Participant deferral / active EE | $3,581 | $4,478-20.0% | $3,897-8.1% | $5,439-34.2% |
| Admin fee / account holder | $1,773 | $6,332-72.0% | $5,194-65.9% | $10,885-83.7% |