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 | $51,123 | $102,317-50.0% | $146,958-65.2% | $80,856-36.8% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.2%-5.8pp | 67.6%+8.7pp |
| Annual return | 20.27% | 134.76%-114.5pp | 418.34%-398.1pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,639 | $3,713-55.9% | $4,933-66.8% | $2,755-40.5% |
| Participant deferral / active EE | $8,827 | $6,644+32.9% | $8,070+9.4% | $4,296+105.5% |
| Admin fee / account holder | $1,179 | $7,941-85.2% | $12,998-90.9% | $6,918-83.0% |