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 | $91,882 | $104,486-12.1% | $76,817+19.6% | $152,861-39.9% |
| Participation rate | 73.3% | 76.6%-3.3pp | 72.1%+1.3pp | 82.4%-9.1pp |
| Annual return | 20.14% | 1013.37%-993.2pp | 1166.11%-1146.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,446 | $3,116-53.6% | $2,302-37.2% | $4,762-69.6% |
| Participant deferral / active EE | $2,569 | $4,236-39.4% | $3,336-23.0% | $5,850-56.1% |
| Admin fee / account holder | $316 | $12,275-97.4% | $6,420-95.1% | $11,596-97.3% |