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 | $60,155 | $107,334-44.0% | $92,893-35.2% | $152,861-60.6% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 21.52% | 145.58%-124.1pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,520 | $4,845-68.6% | $4,236-64.1% | $5,850-74.0% |
| Admin fee / account holder | $659 | $7,079-90.7% | $5,794-88.6% | $11,596-94.3% |