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 | $64,100 | $96,635-33.7% | $86,612-26.0% | $139,434-54.0% |
| Participation rate | 70.6% | 74.4%-3.8pp | 71.7%-1.1pp | 80.3%-9.7pp |
| Annual return | 13.31% | 106.41%-93.1pp | 591.07%-577.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,238 | $3,263-62.0% | $3,022-59.0% | $4,751-73.9% |
| Participant deferral / active EE | $4,435 | $4,836-8.3% | $4,438-0.1% | $6,710-33.9% |
| Admin fee / account holder | $6,087 | $6,408-5.0% | $5,614+8.4% | $11,403-46.6% |