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 | $69,042 | $70,756-2.4% | $65,493+5.4% | $142,382-51.5% |
| Participation rate | 77.3% | 77.4%-0.1pp | 73.1%+4.2pp | 80.1%-2.8pp |
| Annual return | 13.67% | 1754.89%-1741.2pp | 982.45%-968.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,629 | $2,881-43.5% | $2,574-36.7% | $4,299-62.1% |
| Participant deferral / active EE | $4,882 | $4,637+5.3% | $3,961+23.2% | $6,507-25.0% |
| Admin fee / account holder | $1,364 | $6,559-79.2% | $5,028-72.9% | $12,624-89.2% |