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 | $60,617 | $73,515-17.5% | $62,995-3.8% | $147,584-58.9% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.8%-1.1pp | 82.8%-9.1pp |
| Annual return | 8.94% | 175.43%-166.5pp | 87.57%-78.6pp | 578.55%-569.6pp |
| Employer contribution / active EE | $4,151 | $3,320+25.0% | $2,759+50.5% | $4,876-14.9% |
| Participant deferral / active EE | $2,959 | $4,185-29.3% | $3,329-11.1% | $5,439-45.6% |
| Admin fee / account holder | $2,864 | $5,953-51.9% | $3,600-20.4% | $10,885-73.7% |