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 | $67,455 | $73,515-8.2% | $62,995+7.1% | $147,584-54.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 13.89% | 175.43%-161.5pp | 87.57%-73.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $961 | $3,320-71.1% | $2,759-65.2% | $4,876-80.3% |
| Participant deferral / active EE | $4,645 | $4,185+11.0% | $3,329+39.5% | $5,439-14.6% |
| Admin fee / account holder | $4,250 | $5,953-28.6% | $3,600+18.1% | $10,885-61.0% |