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 | $96,852 | $106,890-9.4% | $84,015+15.3% | $152,861-36.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 24.61% | 104.99%-80.4pp | 71.31%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $794 | $2,734-71.0% | $1,983-60.0% | $4,762-83.3% |
| Participant deferral / active EE | $2,714 | $4,011-32.3% | $3,239-16.2% | $5,850-53.6% |
| Admin fee / account holder | $1,059 | $8,285-87.2% | $6,101-82.6% | $11,596-90.9% |