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 | $64,902 | $65,409-0.8% | $98,442-34.1% | $85,850-24.4% |
| Participation rate | 71.8% | 65.0%+6.8pp | 73.3%-1.5pp | 69.3%+2.5pp |
| Annual return | 14.53% | 21.76%-7.2pp | 1492.73%-1478.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,386 | $3,166-56.2% | $4,276-67.6% | $3,952-64.9% |
| Admin fee / account holder | $402 | $4,593-91.2% | $5,949-93.2% | $6,260-93.6% |