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 | $56,822 | $102,317-44.5% | $146,958-61.3% | $80,856-29.7% |
| Participation rate | 73.1% | 75.8%-2.8pp | 82.2%-9.1pp | 67.6%+5.4pp |
| Annual return | 13.44% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,319 | $3,713-64.5% | $4,933-73.3% | $2,755-52.1% |
| Participant deferral / active EE | $3,378 | $6,644-49.2% | $8,070-58.1% | $4,296-21.4% |
| Admin fee / account holder | $2,561 | $7,941-67.7% | $12,998-80.3% | $6,918-63.0% |