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 | $56,265 | $99,079-43.2% | $77,999-27.9% | $273,961-79.5% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.5%+12.7pp | 83.0%+5.2pp |
| Annual return | 6.22% | 217.93%-211.7pp | 425.96%-419.7pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,421 | $3,308-57.1% | $2,470-42.5% | $4,869-70.8% |
| Participant deferral / active EE | $3,878 | $4,306-9.9% | $3,497+10.9% | $5,287-26.7% |
| Admin fee / account holder | $1,236 | $8,954-86.2% | $5,480-77.4% | $10,132-87.8% |