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 | $143,155 | $106,890+33.9% | $84,015+70.4% | $152,861-6.3% |
| Participation rate | 73.3% | 75.2%-1.9pp | 69.0%+4.3pp | 82.4%-9.1pp |
| Annual return | 20.23% | 104.99%-84.8pp | 71.31%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,313 | $2,734-52.0% | $1,983-33.8% | $4,762-72.4% |
| Participant deferral / active EE | $4,402 | $4,011+9.7% | $3,239+35.9% | $5,850-24.8% |
| Admin fee / account holder | $365 | $8,285-95.6% | $6,101-94.0% | $11,596-96.9% |