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 | $91,094 | $102,966-11.5% | $90,281+0.9% | $152,861-40.4% |
| Participation rate | 79.2% | 75.9%+3.3pp | 73.3%+5.9pp | 82.4%-3.3pp |
| Annual return | 24.91% | 95.16%-70.3pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,848 | $3,139-9.3% | $2,854-0.2% | $4,762-40.2% |
| Participant deferral / active EE | $6,905 | $4,281+61.3% | $3,885+77.7% | $5,850+18.0% |
| Admin fee / account holder | $2,432 | $6,171-60.6% | $5,351-54.5% | $11,596-79.0% |