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 | $68,830 | $114,047-39.6% | $96,139-28.4% | $167,490-58.9% |
| Participation rate | 73.3% | 75.1%-1.7pp | 68.4%+4.9pp | 82.1%-8.8pp |
| Annual return | 13.86% | 189.88%-176.0pp | 191.94%-178.1pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,733 | $3,427-49.4% | $2,797-38.1% | $4,837-64.2% |
| Participant deferral / active EE | $2,736 | $5,194-47.3% | $4,349-37.1% | $6,341-56.8% |
| Admin fee / account holder | $6,912 | $6,897+0.2% | $5,537+24.8% | $12,309-43.8% |