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 | $61,353 | $102,317-40.0% | $146,958-58.3% | $80,856-24.1% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.2%-3.7pp | 67.6%+10.8pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,896 | $6,644-26.3% | $8,070-39.3% | $4,296+14.0% |
| Admin fee / account holder | $1,638 | $7,941-79.4% | $12,998-87.4% | $6,918-76.3% |