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 | $52,104 | $106,890-51.3% | $84,015-38.0% | $152,861-65.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 23.22% | 104.99%-81.8pp | 71.31%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,031 | $2,734-62.3% | $1,983-48.0% | $4,762-78.4% |
| Participant deferral / active EE | $1,597 | $4,011-60.2% | $3,239-50.7% | $5,850-72.7% |
| Admin fee / account holder | $2,725 | $8,285-67.1% | $6,101-55.3% | $11,596-76.5% |