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 | $84,378 | $126,574-33.3% | $106,213-20.6% | $145,922-42.2% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 12.00% | 224.79%-212.8pp | 116.14%-104.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,572 | $3,730-57.9% | $3,171-50.4% | $4,660-66.3% |
| Participant deferral / active EE | $9,796 | $5,724+71.2% | $5,016+95.3% | $6,688+46.5% |
| Admin fee / account holder | $671 | $17,304-96.1% | $11,033-93.9% | $13,397-95.0% |