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 | $82,325 | $99,079-16.9% | $77,999+5.5% | $273,961-69.9% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.5%+11.4pp | 83.0%+3.9pp |
| Annual return | 6.88% | 217.93%-211.1pp | 425.96%-419.1pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,358 | $3,308-58.9% | $2,470-45.0% | $4,869-72.1% |
| Participant deferral / active EE | $3,548 | $4,306-17.6% | $3,497+1.5% | $5,287-32.9% |
| Admin fee / account holder | $2,848 | $8,954-68.2% | $5,480-48.0% | $10,132-71.9% |