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 | $51,426 | $104,907-51.0% | $84,611-39.2% | $152,861-66.4% |
| Participation rate | 76.9% | 74.8%+2.1pp | 68.2%+8.7pp | 82.4%-5.5pp |
| Annual return | 19.20% | 373.79%-354.6pp | 258.74%-239.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,696 | $3,302-48.6% | $2,652-36.1% | $4,762-64.4% |
| Participant deferral / active EE | $5,893 | $4,688+25.7% | $3,899+51.2% | $5,850+0.7% |
| Admin fee / account holder | $12,579 | $6,241+101.6% | $4,912+156.1% | $11,596+8.5% |