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 | $50,406 | $102,317-50.7% | $146,958-65.7% | $80,856-37.7% |
| Participation rate | 75.8% | 75.8%-0.1pp | 82.2%-6.4pp | 67.6%+8.1pp |
| Annual return | 14.20% | 134.76%-120.6pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,515 | $3,713-59.2% | $4,933-69.3% | $2,755-45.0% |
| Participant deferral / active EE | $6,363 | $6,644-4.2% | $8,070-21.1% | $4,296+48.1% |
| Admin fee / account holder | $1,354 | $7,941-83.0% | $12,998-89.6% | $6,918-80.4% |