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 | $87,659 | $106,890-18.0% | $84,015+4.3% | $152,861-42.7% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 18.88% | 104.99%-86.1pp | 71.31%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $417 | $2,734-84.8% | $1,983-79.0% | $4,762-91.3% |
| Participant deferral / active EE | $4,733 | $4,011+18.0% | $3,239+46.1% | $5,850-19.1% |
| Admin fee / account holder | $1,949 | $8,285-76.5% | $6,101-68.0% | $11,596-83.2% |