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 | $40,147 | $96,635-58.5% | $86,612-53.6% | $139,434-71.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 14.94% | 106.41%-91.5pp | 591.07%-576.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,305 | $3,263-60.0% | $3,022-56.8% | $4,751-72.5% |
| Participant deferral / active EE | $3,023 | $4,836-37.5% | $4,438-31.9% | $6,710-55.0% |
| Admin fee / account holder | $4,192 | $6,408-34.6% | $5,614-25.3% | $11,403-63.2% |