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 | $64,323 | $96,635-33.4% | $86,612-25.7% | $139,434-53.9% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | 11.03% | 106.41%-95.4pp | 591.07%-580.0pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,706 | $3,263-47.7% | $3,022-43.5% | $4,751-64.1% |
| Participant deferral / active EE | $5,002 | $4,836+3.4% | $4,438+12.7% | $6,710-25.5% |
| Admin fee / account holder | $8,219 | $6,408+28.3% | $5,614+46.4% | $11,403-27.9% |