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 | $43,844 | $105,998-58.6% | $92,233-52.5% | $147,584-70.3% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 12.18% | 50.05%-37.9pp | 176.28%-164.1pp | 578.55%-566.4pp |
| Employer contribution / active EE | $3,491 | $4,333-19.4% | $3,679-5.1% | $4,876-28.4% |
| Participant deferral / active EE | $5,169 | $4,478+15.4% | $3,897+32.7% | $5,439-5.0% |
| Admin fee / account holder | $1,524 | $6,332-75.9% | $5,194-70.7% | $10,885-86.0% |