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 | $77,471 | $102,604-24.5% | $86,188-10.1% | $139,434-44.4% |
| Participation rate | 73.3% | 74.5%-1.2pp | 69.0%+4.4pp | 80.3%-7.0pp |
| Annual return | 14.09% | 1922.51%-1908.4pp | 1168.45%-1154.4pp | 372.94%-358.8pp |
| Employer contribution / active EE | $878 | $3,032-71.0% | $2,380-63.1% | $4,751-81.5% |
| Participant deferral / active EE | $3,594 | $4,676-23.1% | $3,985-9.8% | $6,710-46.4% |
| Admin fee / account holder | $8,687 | $8,657+0.4% | $6,852+26.8% | $11,403-23.8% |