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 | $106,382 | $115,770-8.1% | $101,248+5.1% | $158,922-33.1% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 15.69% | 56.14%-40.5pp | 46.47%-30.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,025 | $4,175-51.5% | $3,660-44.7% | $4,761-57.5% |
| Participant deferral / active EE | $4,087 | $4,957-17.6% | $4,370-6.5% | $5,982-31.7% |
| Admin fee / account holder | $415 | $7,245-94.3% | $5,945-93.0% | $11,246-96.3% |