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 | $56,678 | $106,890-47.0% | $84,015-32.5% | $152,861-62.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 12.88% | 104.99%-92.1pp | 71.31%-58.4pp | 345.32%-332.4pp |
| Employer contribution / active EE | $1,011 | $2,734-63.0% | $1,983-49.0% | $4,762-78.8% |
| Participant deferral / active EE | $1,011 | $4,011-74.8% | $3,239-68.8% | $5,850-82.7% |
| Admin fee / account holder | $12,677 | $8,285+53.0% | $6,101+107.8% | $11,596+9.3% |