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 | $49,816 | $105,998-53.0% | $92,233-46.0% | $147,584-66.2% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 18.70% | 50.05%-31.3pp | 176.28%-157.6pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,307 | $4,333-69.8% | $3,679-64.5% | $4,876-73.2% |
| Participant deferral / active EE | $3,273 | $4,478-26.9% | $3,897-16.0% | $5,439-39.8% |
| Admin fee / account holder | $2,114 | $6,332-66.6% | $5,194-59.3% | $10,885-80.6% |