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 | $73,884 | $106,890-30.9% | $84,015-12.1% | $152,861-51.7% |
| Participation rate | 77.3% | 75.2%+2.0pp | 69.0%+8.3pp | 82.4%-5.2pp |
| Annual return | 18.55% | 104.99%-86.4pp | 71.31%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,701 | $2,734-37.8% | $1,983-14.2% | $4,762-64.3% |
| Participant deferral / active EE | $2,928 | $4,011-27.0% | $3,239-9.6% | $5,850-49.9% |
| Admin fee / account holder | $1,713 | $8,285-79.3% | $6,101-71.9% | $11,596-85.2% |