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 | $56,004 | $104,907-46.6% | $84,611-33.8% | $152,861-63.4% |
| Participation rate | 86.7% | 74.8%+11.8pp | 68.2%+18.4pp | 82.4%+4.2pp |
| Annual return | 17.54% | 373.79%-356.2pp | 258.74%-241.2pp | 345.32%-327.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,185 | $4,688+10.6% | $3,899+33.0% | $5,850-11.4% |
| Admin fee / account holder | $7,348 | $6,241+17.7% | $4,912+49.6% | $11,596-36.6% |