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 | $78,848 | $102,317-22.9% | $146,958-46.3% | $80,856-2.5% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 17.59% | 134.76%-117.2pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,697 | $3,713-54.3% | $4,933-65.6% | $2,755-38.4% |
| Participant deferral / active EE | $6,965 | $6,644+4.8% | $8,070-13.7% | $4,296+62.1% |
| Admin fee / account holder | $863 | $7,941-89.1% | $12,998-93.4% | $6,918-87.5% |