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 | $83,620 | $114,047-26.7% | $96,139-13.0% | $167,490-50.1% |
| Participation rate | 76.2% | 75.1%+1.1pp | 68.4%+7.7pp | 82.1%-5.9pp |
| Annual return | 12.29% | 189.88%-177.6pp | 191.94%-179.7pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,482 | $3,427-56.8% | $2,797-47.0% | $4,837-69.4% |
| Participant deferral / active EE | $3,499 | $5,194-32.6% | $4,349-19.5% | $6,341-44.8% |
| Admin fee / account holder | $4,537 | $6,897-34.2% | $5,537-18.1% | $12,309-63.1% |