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 | $20,749 | $150,187-86.2% | $120,354-82.8% | $145,922-85.8% |
| Participation rate | 78.9% | 78.8%+0.2pp | 71.9%+7.0pp | 80.3%-1.3pp |
| Annual return | 10.95% | 154.07%-143.1pp | 107.15%-96.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,875 | $6,173-69.6% | $4,991-62.4% | $6,688-72.0% |
| Admin fee / account holder | $2,810 | $12,207-77.0% | $9,423-70.2% | $13,397-79.0% |