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 | $59,453 | $102,317-41.9% | $146,958-59.5% | $80,856-26.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 18.13% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $3,671 | $3,713-1.1% | $4,933-25.6% | $2,755+33.2% |
| Participant deferral / active EE | $7,866 | $6,644+18.4% | $8,070-2.5% | $4,296+83.1% |
| Admin fee / account holder | $18,730 | $7,941+135.9% | $12,998+44.1% | $6,918+170.7% |