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 | $65,214 | $111,724-41.6% | $93,606-30.3% | $145,922-55.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 19.13% | 202.98%-183.9pp | 133.20%-114.1pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,984 | $3,090-35.8% | $2,420-18.0% | $4,660-57.4% |
| Participant deferral / active EE | $3,894 | $4,912-20.7% | $4,411-11.7% | $6,688-41.8% |
| Admin fee / account holder | $1,205 | $10,250-88.2% | $8,285-85.5% | $13,397-91.0% |