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 | $75,089 | $99,079-24.2% | $77,999-3.7% | $273,961-72.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 7.49% | 217.93%-210.4pp | 425.96%-418.5pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,165 | $3,308-34.5% | $2,470-12.3% | $4,869-55.5% |
| Participant deferral / active EE | $5,683 | $4,306+32.0% | $3,497+62.5% | $5,287+7.5% |
| Admin fee / account holder | $541 | $8,954-94.0% | $5,480-90.1% | $10,132-94.7% |