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 | $56,284 | $150,187-62.5% | $120,354-53.2% | $145,922-61.4% |
| Participation rate | 79.2% | 78.8%+0.4pp | 71.9%+7.3pp | 80.3%-1.1pp |
| Annual return | 13.08% | 154.07%-141.0pp | 107.15%-94.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $996 | $4,348-77.1% | $3,463-71.2% | $4,660-78.6% |
| Participant deferral / active EE | $4,009 | $6,173-35.1% | $4,991-19.7% | $6,688-40.1% |
| Admin fee / account holder | $1,480 | $12,207-87.9% | $9,423-84.3% | $13,397-89.0% |