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 | $47,707 | $106,890-55.4% | $84,015-43.2% | $152,861-68.8% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 23.69% | 104.99%-81.3pp | 71.31%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,063 | $2,734-61.1% | $1,983-46.4% | $4,762-77.7% |
| Participant deferral / active EE | $3,489 | $4,011-13.0% | $3,239+7.7% | $5,850-40.4% |
| Admin fee / account holder | $916 | $8,285-88.9% | $6,101-85.0% | $11,596-92.1% |