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 | $67,951 | $102,317-33.6% | $146,958-53.8% | $80,856-16.0% |
| Participation rate | 76.3% | 75.8%+0.4pp | 82.2%-5.9pp | 67.6%+8.6pp |
| Annual return | 13.62% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,937 | $3,713-20.9% | $4,933-40.5% | $2,755+6.6% |
| Participant deferral / active EE | $6,160 | $6,644-7.3% | $8,070-23.7% | $4,296+43.4% |
| Admin fee / account holder | $15,604 | $7,941+96.5% | $12,998+20.0% | $6,918+125.6% |