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 | $73,181 | $99,079-26.1% | $77,999-6.2% | $273,961-73.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 5.57% | 217.93%-212.4pp | 425.96%-420.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $862 | $3,308-74.0% | $2,470-65.1% | $4,869-82.3% |
| Participant deferral / active EE | $3,397 | $4,306-21.1% | $3,497-2.9% | $5,287-35.8% |
| Admin fee / account holder | $1,979 | $8,954-77.9% | $5,480-63.9% | $10,132-80.5% |