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 | $71,740 | $110,809-35.3% | $86,874-17.4% | $167,490-57.2% |
| Participation rate | 70.0% | 75.8%-5.8pp | 71.6%-1.6pp | 82.1%-12.1pp |
| Annual return | 16.84% | 116.98%-100.1pp | 63.52%-46.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,270 | $3,244-60.9% | $2,495-49.1% | $4,837-73.7% |
| Participant deferral / active EE | $2,914 | $4,546-35.9% | $3,699-21.2% | $6,341-54.1% |
| Admin fee / account holder | $1,614 | $8,415-80.8% | $5,828-72.3% | $12,309-86.9% |