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 | $48,340 | $102,604-52.9% | $86,188-43.9% | $139,434-65.3% |
| Participation rate | 76.2% | 74.5%+1.7pp | 69.0%+7.2pp | 80.3%-4.1pp |
| Annual return | 18.78% | 1922.51%-1903.7pp | 1168.45%-1149.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,099 | $3,032-30.8% | $2,380-11.8% | $4,751-55.8% |
| Participant deferral / active EE | $4,091 | $4,676-12.5% | $3,985+2.7% | $6,710-39.0% |
| Admin fee / account holder | $14,753 | $8,657+70.4% | $6,852+115.3% | $11,403+29.4% |