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 | $53,745 | $73,515-26.9% | $62,995-14.7% | $147,584-63.6% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.8%+2.1pp | 82.8%-5.9pp |
| Annual return | 14.51% | 175.43%-160.9pp | 87.57%-73.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $5,792 | $3,320+74.4% | $2,759+109.9% | $4,876+18.8% |
| Participant deferral / active EE | $5,684 | $4,185+35.8% | $3,329+70.7% | $5,439+4.5% |
| Admin fee / account holder | $10,551 | $5,953+77.2% | $3,600+193.1% | $10,885-3.1% |