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 | $51,036 | $102,317-50.1% | $146,958-65.3% | $80,856-36.9% |
| Participation rate | 77.2% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 16.32% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,234 | $3,713-66.8% | $4,933-75.0% | $2,755-55.2% |
| Participant deferral / active EE | $2,838 | $6,644-57.3% | $8,070-64.8% | $4,296-33.9% |
| Admin fee / account holder | $3,535 | $7,941-55.5% | $12,998-72.8% | $6,918-48.9% |