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 | $101,940 | $106,890-4.6% | $84,015+21.3% | $152,861-33.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 26.83% | 104.99%-78.2pp | 71.31%-44.5pp | 345.32%-318.5pp |
| Employer contribution / active EE | $876 | $2,734-68.0% | $1,983-55.8% | $4,762-81.6% |
| Participant deferral / active EE | $1,081 | $4,011-73.0% | $3,239-66.6% | $5,850-81.5% |
| Admin fee / account holder | $2,125 | $8,285-74.4% | $6,101-65.2% | $11,596-81.7% |