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 | $65,473 | $112,096-41.6% | $95,952-31.8% | $158,922-58.8% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 13.50% | 171.09%-157.6pp | 91.61%-78.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,351 | $4,784-50.9% | $4,167-43.6% | $5,982-60.7% |
| Admin fee / account holder | $6,072 | $10,130-40.1% | $6,795-10.6% | $11,246-46.0% |