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 | $49,217 | $99,079-50.3% | $77,999-36.9% | $273,961-82.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 3.24% | 217.93%-214.7pp | 425.96%-422.7pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,241 | $3,308-62.5% | $2,470-49.7% | $4,869-74.5% |
| Participant deferral / active EE | $5,960 | $4,306+38.4% | $3,497+70.4% | $5,287+12.7% |
| Admin fee / account holder | $4,331 | $8,954-51.6% | $5,480-21.0% | $10,132-57.3% |