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 | $67,119 | $105,998-36.7% | $92,233-27.2% | $147,584-54.5% |
| Participation rate | 72.2% | 80.4%-8.2pp | 76.5%-4.3pp | 82.8%-10.6pp |
| Annual return | 14.93% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $908 | $4,333-79.0% | $3,679-75.3% | $4,876-81.4% |
| Participant deferral / active EE | $3,419 | $4,478-23.6% | $3,897-12.3% | $5,439-37.1% |
| Admin fee / account holder | $1,845 | $6,332-70.9% | $5,194-64.5% | $10,885-83.0% |