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 | $76,480 | $105,998-27.8% | $92,233-17.1% | $147,584-48.2% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 13.86% | 50.05%-36.2pp | 176.28%-162.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,572 | $4,333-17.6% | $3,679-2.9% | $4,876-26.7% |
| Participant deferral / active EE | $5,103 | $4,478+14.0% | $3,897+31.0% | $5,439-6.2% |
| Admin fee / account holder | $11,216 | $6,332+77.1% | $5,194+116.0% | $10,885+3.0% |