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 | $69,970 | $64,324+8.8% | $118,925-41.2% | $79,858-12.4% |
| Participation rate | 80.0% | 64.9%+15.1pp | 75.4%+4.6pp | 69.6%+10.4pp |
| Annual return | 14.42% | 86.45%-72.0pp | 35.88%-21.5pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,427 | $1,836-22.3% | $3,263-56.3% | $2,471-42.3% |
| Participant deferral / active EE | $3,051 | $2,824+8.0% | $4,265-28.5% | $3,740-18.4% |
| Admin fee / account holder | $4,244 | $4,040+5.1% | $6,581-35.5% | $5,306-20.0% |