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 | $65,537 | $150,187-56.4% | $120,354-45.5% | $145,922-55.1% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 15.20% | 154.07%-138.9pp | 107.15%-92.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $855 | $4,348-80.3% | $3,463-75.3% | $4,660-81.6% |
| Participant deferral / active EE | $1,517 | $6,173-75.4% | $4,991-69.6% | $6,688-77.3% |
| Admin fee / account holder | $3,795 | $12,207-68.9% | $9,423-59.7% | $13,397-71.7% |