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 | $77,456 | $110,502-29.9% | $80,716-4.0% | $167,490-53.8% |
| Participation rate | 73.7% | 64.0%+9.7pp | 54.2%+19.5pp | 82.1%-8.4pp |
| Annual return | 20.53% | 120.54%-100.0pp | 87.28%-66.7pp | 478.56%-458.0pp |
| Employer contribution / active EE | $976 | $1,543-36.7% | $1,160-15.8% | $4,837-79.8% |
| Participant deferral / active EE | $5,363 | $2,871+86.8% | $2,146+150.0% | $6,341-15.4% |
| Admin fee / account holder | $496 | $4,545-89.1% | $3,380-85.3% | $12,309-96.0% |