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 | $53,089 | $106,890-50.3% | $84,015-36.8% | $152,861-65.3% |
| Participation rate | 76.2% | 75.2%+1.0pp | 69.0%+7.2pp | 82.4%-6.3pp |
| Annual return | 26.10% | 104.99%-78.9pp | 71.31%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $973 | $2,734-64.4% | $1,983-51.0% | $4,762-79.6% |
| Participant deferral / active EE | $2,178 | $4,011-45.7% | $3,239-32.7% | $5,850-62.8% |
| Admin fee / account holder | $340 | $8,285-95.9% | $6,101-94.4% | $11,596-97.1% |