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 | $92,510 | $105,998-12.7% | $92,233+0.3% | $147,584-37.3% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 16.07% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $781 | $4,333-82.0% | $3,679-78.8% | $4,876-84.0% |
| Participant deferral / active EE | $3,330 | $4,478-25.6% | $3,897-14.5% | $5,439-38.8% |
| Admin fee / account holder | $1,028 | $6,332-83.8% | $5,194-80.2% | $10,885-90.6% |