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 | $74,908 | $106,890-29.9% | $84,015-10.8% | $152,861-51.0% |
| Participation rate | 76.2% | 75.2%+1.0pp | 69.0%+7.2pp | 82.4%-6.3pp |
| Annual return | 24.35% | 104.99%-80.6pp | 71.31%-47.0pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,516 | $2,734-44.6% | $1,983-23.6% | $4,762-68.2% |
| Participant deferral / active EE | $1,972 | $4,011-50.8% | $3,239-39.1% | $5,850-66.3% |
| Admin fee / account holder | $4,542 | $8,285-45.2% | $6,101-25.6% | $11,596-60.8% |