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 | $62,766 | $105,998-40.8% | $92,233-31.9% | $147,584-57.5% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 11.91% | 50.05%-38.1pp | 176.28%-164.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $3,393 | $4,333-21.7% | $3,679-7.8% | $4,876-30.4% |
| Participant deferral / active EE | $9,668 | $4,478+115.9% | $3,897+148.1% | $5,439+77.8% |
| Admin fee / account holder | $5,693 | $6,332-10.1% | $5,194+9.6% | $10,885-47.7% |