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 | $59,104 | $99,079-40.3% | $77,999-24.2% | $273,961-78.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 3.88% | 217.93%-214.0pp | 425.96%-422.1pp | 41.45%-37.6pp |
| Employer contribution / active EE | $2,336 | $3,308-29.4% | $2,470-5.4% | $4,869-52.0% |
| Participant deferral / active EE | $5,207 | $4,306+20.9% | $3,497+48.9% | $5,287-1.5% |
| Admin fee / account holder | $26,074 | $8,954+191.2% | $5,480+375.8% | $10,132+157.3% |