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 | $65,380 | $105,998-38.3% | $92,233-29.1% | $147,584-55.7% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 18.20% | 50.05%-31.8pp | 176.28%-158.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,966 | $4,333-54.6% | $3,679-46.6% | $4,876-59.7% |
| Participant deferral / active EE | $3,983 | $4,478-11.1% | $3,897+2.2% | $5,439-26.8% |
| Admin fee / account holder | $1,780 | $6,332-71.9% | $5,194-65.7% | $10,885-83.6% |