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 | $83,654 | $105,998-21.1% | $92,233-9.3% | $147,584-43.3% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 19.52% | 50.05%-30.5pp | 176.28%-156.8pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,103 | $4,333-74.5% | $3,679-70.0% | $4,876-77.4% |
| Participant deferral / active EE | $2,201 | $4,478-50.9% | $3,897-43.5% | $5,439-59.5% |
| Admin fee / account holder | $2,129 | $6,332-66.4% | $5,194-59.0% | $10,885-80.4% |