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 | $93,188 | $115,770-19.5% | $101,248-8.0% | $158,922-41.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.71% | 56.14%-33.4pp | 46.47%-23.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,555 | $4,175-62.7% | $3,660-57.5% | $4,761-67.3% |
| Participant deferral / active EE | $4,764 | $4,957-3.9% | $4,370+9.0% | $5,982-20.4% |
| Admin fee / account holder | $5,313 | $7,245-26.7% | $5,945-10.6% | $11,246-52.8% |