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 | $61,721 | $112,096-44.9% | $95,952-35.7% | $158,922-61.2% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 19.83% | 171.09%-151.3pp | 91.61%-71.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,374 | $3,198-57.0% | $2,541-45.9% | $4,761-71.1% |
| Participant deferral / active EE | $6,394 | $4,784+33.6% | $4,167+53.4% | $5,982+6.9% |
| Admin fee / account holder | $1,077 | $10,130-89.4% | $6,795-84.2% | $11,246-90.4% |