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 | $64,691 | $105,998-39.0% | $92,233-29.9% | $147,584-56.2% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 17.15% | 50.05%-32.9pp | 176.28%-159.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,258 | $4,478-49.6% | $3,897-42.1% | $5,439-58.5% |
| Admin fee / account holder | $8,837 | $6,332+39.5% | $5,194+70.1% | $10,885-18.8% |