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 | $76,941 | $96,635-20.4% | $86,612-11.2% | $139,434-44.8% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 12.08% | 106.41%-94.3pp | 591.07%-579.0pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,709 | $3,263-47.6% | $3,022-43.4% | $4,751-64.0% |
| Participant deferral / active EE | $4,897 | $4,836+1.3% | $4,438+10.4% | $6,710-27.0% |
| Admin fee / account holder | $2,870 | $6,408-55.2% | $5,614-48.9% | $11,403-74.8% |