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 | $67,364 | $107,934-37.6% | $91,989-26.8% | $152,861-55.9% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 20.49% | 89.24%-68.8pp | 69.02%-48.5pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,547 | $4,210-63.2% | $3,452-55.2% | $4,762-67.5% |
| Participant deferral / active EE | $3,605 | $6,364-43.3% | $5,923-39.1% | $5,850-38.4% |
| Admin fee / account holder | $12,261 | $10,520+16.6% | $7,743+58.4% | $11,596+5.7% |