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 | $59,423 | $96,635-38.5% | $86,612-31.4% | $139,434-57.4% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 15.09% | 106.41%-91.3pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,298 | $3,263-60.2% | $3,022-57.1% | $4,751-72.7% |
| Participant deferral / active EE | $3,973 | $4,836-17.9% | $4,438-10.5% | $6,710-40.8% |
| Admin fee / account holder | $4,230 | $6,408-34.0% | $5,614-24.7% | $11,403-62.9% |