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 | $88,837 | $84,695+4.9% | $73,843+20.3% | $125,391-29.2% |
| Participation rate | 81.0% | 76.8%+4.2pp | 73.4%+7.5pp | 83.2%-2.2pp |
| Annual return | 1.38% | 3123.53%-3122.1pp | 2267.84%-2266.5pp | 282.22%-280.8pp |
| Employer contribution / active EE | $214 | $3,123-93.1% | $2,787-92.3% | $4,866-95.6% |
| Participant deferral / active EE | $3,904 | $3,992-2.2% | $3,583+9.0% | $5,352-27.0% |
| Admin fee / account holder | $1,478 | $5,691-74.0% | $4,880-69.7% | $9,540-84.5% |