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 | $110,467 | $95,971+15.1% | $74,550+48.2% | $135,375-18.4% |
| Participation rate | 78.6% | 75.7%+2.9pp | 69.1%+9.4pp | 82.6%-4.1pp |
| Annual return | -5.78% | 56.96%-62.7pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $751 | $2,716-72.4% | $1,961-61.7% | $4,779-84.3% |
| Participant deferral / active EE | $1,318 | $3,843-65.7% | $3,108-57.6% | $5,609-76.5% |
| Admin fee / account holder | $17,578 | $6,522+169.5% | $5,060+247.4% | $10,827+62.4% |