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 | $54,707 | $73,515-25.6% | $62,995-13.2% | $147,584-62.9% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.8%-3.4pp | 82.8%-11.4pp |
| Annual return | 18.48% | 175.43%-156.9pp | 87.57%-69.1pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,550 | $3,320-23.2% | $2,759-7.6% | $4,876-47.7% |
| Participant deferral / active EE | $3,808 | $4,185-9.0% | $3,329+14.4% | $5,439-30.0% |
| Admin fee / account holder | $1,436 | $5,953-75.9% | $3,600-60.1% | $10,885-86.8% |