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 | $85,624 | $96,635-11.4% | $86,612-1.1% | $139,434-38.6% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | 11.87% | 106.41%-94.5pp | 591.07%-579.2pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,882 | $3,263-42.3% | $3,022-37.7% | $4,751-60.4% |
| Participant deferral / active EE | $6,316 | $4,836+30.6% | $4,438+42.3% | $6,710-5.9% |
| Admin fee / account holder | $955 | $6,408-85.1% | $5,614-83.0% | $11,403-91.6% |