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 | $56,561 | $118,680-52.3% | $98,907-42.8% | $158,922-64.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 10.43% | 372.35%-361.9pp | 196.43%-186.0pp | 302.83%-292.4pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,116 | $5,088-58.4% | $4,244-50.1% | $5,982-64.6% |
| Admin fee / account holder | $2,650 | $10,131-73.8% | $6,642-60.1% | $11,246-76.4% |