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 | $49,636 | $104,907-52.7% | $84,611-41.3% | $152,861-67.5% |
| Participation rate | 73.3% | 74.8%-1.5pp | 68.2%+5.1pp | 82.4%-9.1pp |
| Annual return | 24.99% | 373.79%-348.8pp | 258.74%-233.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,098 | $3,302-66.7% | $2,652-58.6% | $4,762-76.9% |
| Participant deferral / active EE | $3,807 | $4,688-18.8% | $3,899-2.3% | $5,850-34.9% |
| Admin fee / account holder | $5,923 | $6,241-5.1% | $4,912+20.6% | $11,596-48.9% |