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 | $67,461 | $110,502-39.0% | $80,716-16.4% | $167,490-59.7% |
| Participation rate | 70.0% | 64.0%+6.0pp | 54.2%+15.8pp | 82.1%-12.1pp |
| Annual return | 16.81% | 120.54%-103.7pp | 87.28%-70.5pp | 478.56%-461.8pp |
| Employer contribution / active EE | $858 | $1,543-44.4% | $1,160-26.0% | $4,837-82.3% |
| Participant deferral / active EE | $1,305 | $2,871-54.5% | $2,146-39.2% | $6,341-79.4% |
| Admin fee / account holder | $2,356 | $4,545-48.2% | $3,380-30.3% | $12,309-80.9% |