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 | $44,863 | $77,145-41.8% | $108,410-58.6% | $85,850-47.7% |
| Participation rate | 74.2% | 74.7%-0.5pp | 80.1%-5.9pp | 69.3%+4.9pp |
| Annual return | 13.03% | 44.54%-31.5pp | 905.27%-892.2pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,495 | $2,379-37.2% | $3,558-58.0% | $2,565-41.7% |
| Participant deferral / active EE | $7,263 | $5,566+30.5% | $6,563+10.7% | $3,952+83.8% |
| Admin fee / account holder | $6,882 | $5,172+33.1% | $7,295-5.7% | $6,260+9.9% |