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 | $19,005 | $105,998-82.1% | $92,233-79.4% | $147,584-87.1% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 18.44% | 50.05%-31.6pp | 176.28%-157.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,729 | $4,333-60.1% | $3,679-53.0% | $4,876-64.5% |
| Participant deferral / active EE | $3,291 | $4,478-26.5% | $3,897-15.6% | $5,439-39.5% |
| Admin fee / account holder | $1,340 | $6,332-78.8% | $5,194-74.2% | $10,885-87.7% |