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 | $69,042 | $102,317-32.5% | $146,958-53.0% | $80,856-14.6% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 16.84% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,748 | $3,713-26.0% | $4,933-44.3% | $2,755-0.2% |
| Participant deferral / active EE | $8,129 | $6,644+22.4% | $8,070+0.7% | $4,296+89.2% |
| Admin fee / account holder | $7,625 | $7,941-4.0% | $12,998-41.3% | $6,918+10.2% |