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 | $92,912 | $105,998-12.3% | $92,233+0.7% | $147,584-37.0% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.5%+14.0pp | 82.8%+7.6pp |
| Annual return | 19.80% | 50.05%-30.2pp | 176.28%-156.5pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,872 | $4,333-56.8% | $3,679-49.1% | $4,876-61.6% |
| Participant deferral / active EE | $5,471 | $4,478+22.2% | $3,897+40.4% | $5,439+0.6% |
| Admin fee / account holder | $1,308 | $6,332-79.3% | $5,194-74.8% | $10,885-88.0% |