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 | $23,136 | $115,770-80.0% | $101,248-77.1% | $158,922-85.4% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 9.87% | 56.14%-46.3pp | 46.47%-36.6pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,129 | $4,175-49.0% | $3,660-41.8% | $4,761-55.3% |
| Participant deferral / active EE | $2,463 | $4,957-50.3% | $4,370-43.6% | $5,982-58.8% |
| Admin fee / account holder | $2,551 | $7,245-64.8% | $5,945-57.1% | $11,246-77.3% |