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 | $101,849 | $105,998-3.9% | $92,233+10.4% | $147,584-31.0% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 17.94% | 50.05%-32.1pp | 176.28%-158.3pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,389 | $4,333-67.9% | $3,679-62.3% | $4,876-71.5% |
| Participant deferral / active EE | $2,933 | $4,478-34.5% | $3,897-24.7% | $5,439-46.1% |
| Admin fee / account holder | $11,802 | $6,332+86.4% | $5,194+127.2% | $10,885+8.4% |