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 | $84,984 | $77,145+10.2% | $108,410-21.6% | $85,850-1.0% |
| Participation rate | 78.5% | 74.7%+3.8pp | 80.1%-1.7pp | 69.3%+9.2pp |
| Annual return | 15.36% | 44.54%-29.2pp | 905.27%-889.9pp | 318.53%-303.2pp |
| Employer contribution / active EE | $806 | $2,379-66.1% | $3,558-77.4% | $2,565-68.6% |
| Participant deferral / active EE | $4,523 | $5,566-18.8% | $6,563-31.1% | $3,952+14.4% |
| Admin fee / account holder | $6,847 | $5,172+32.4% | $7,295-6.1% | $6,260+9.4% |