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 | $77,286 | $97,757-20.9% | $83,848-7.8% | $135,375-42.9% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | 0.89% | 1287.37%-1286.5pp | 850.88%-850.0pp | 519.73%-518.8pp |
| Employer contribution / active EE | $2,126 | $4,222-49.6% | $3,631-41.5% | $4,779-55.5% |
| Participant deferral / active EE | $3,935 | $4,682-16.0% | $4,082-3.6% | $5,609-29.8% |
| Admin fee / account holder | $9,865 | $6,674+47.8% | $5,478+80.1% | $10,827-8.9% |