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 | $74,983 | $90,320-17.0% | $59,496+26.0% | $125,391-40.2% |
| Participation rate | 75.0% | 68.3%+6.7pp | 54.6%+20.4pp | 83.2%-8.2pp |
| Annual return | 1.09% | 369.13%-368.0pp | 182.05%-181.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $1,318 | $1,792-26.4% | $1,153+14.3% | $4,866-72.9% |
| Participant deferral / active EE | $7,949 | $2,716+192.7% | $1,829+334.5% | $5,352+48.5% |
| Admin fee / account holder | $859 | $3,063-72.0% | $2,232-61.5% | $9,540-91.0% |