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 | $105,952 | $176,662-40.0% | $130,648-18.9% | $152,861-30.7% |
| Participation rate | 72.7% | 79.0%-6.2pp | 71.7%+1.0pp | 82.4%-9.7pp |
| Annual return | 20.62% | 2692.24%-2671.6pp | 1708.96%-1688.3pp | 345.32%-324.7pp |
| Employer contribution / active EE | $645 | $5,742-88.8% | $4,092-84.2% | $4,762-86.5% |
| Participant deferral / active EE | $5,114 | $4,361+17.3% | $3,603+42.0% | $5,850-12.6% |
| Admin fee / account holder | $2,429 | $7,133-66.0% | $5,464-55.6% | $11,596-79.1% |