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 | $39,417 | $102,317-61.5% | $146,958-73.2% | $80,856-51.3% |
| Participation rate | 73.3% | 75.8%-2.6pp | 82.2%-8.9pp | 67.6%+5.6pp |
| Annual return | 12.28% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,257 | $3,713-39.2% | $4,933-54.3% | $2,755-18.1% |
| Participant deferral / active EE | $3,167 | $6,644-52.3% | $8,070-60.8% | $4,296-26.3% |
| Admin fee / account holder | $4,009 | $7,941-49.5% | $12,998-69.2% | $6,918-42.0% |