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 | $83,378 | $96,635-13.7% | $86,612-3.7% | $139,434-40.2% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 18.37% | 106.41%-88.0pp | 591.07%-572.7pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,336 | $3,263+32.9% | $3,022+43.4% | $4,751-8.7% |
| Participant deferral / active EE | $6,403 | $4,836+32.4% | $4,438+44.3% | $6,710-4.6% |
| Admin fee / account holder | $14,031 | $6,408+119.0% | $5,614+149.9% | $11,403+23.0% |