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 | $69,603 | $102,604-32.2% | $86,188-19.2% | $139,434-50.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 14.70% | 1922.51%-1907.8pp | 1168.45%-1153.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,814 | $3,032-40.2% | $2,380-23.8% | $4,751-61.8% |
| Participant deferral / active EE | $7,033 | $4,676+50.4% | $3,985+76.5% | $6,710+4.8% |
| Admin fee / account holder | $7,137 | $8,657-17.6% | $6,852+4.2% | $11,403-37.4% |