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 | $49,119 | $112,096-56.2% | $95,952-48.8% | $158,922-69.1% |
| Participation rate | 73.3% | 79.0%-5.6pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 22.17% | 171.09%-148.9pp | 91.61%-69.4pp | 302.83%-280.7pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,187 | $4,784-33.4% | $4,167-23.5% | $5,982-46.7% |
| Admin fee / account holder | $3,179 | $10,130-68.6% | $6,795-53.2% | $11,246-71.7% |