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 | $55,780 | $73,515-24.1% | $62,995-11.5% | $147,584-62.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 16.31% | 175.43%-159.1pp | 87.57%-71.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,373 | $3,320-58.6% | $2,759-50.2% | $4,876-71.8% |
| Participant deferral / active EE | $3,839 | $4,185-8.3% | $3,329+15.3% | $5,439-29.4% |
| Admin fee / account holder | $401 | $5,953-93.3% | $3,600-88.9% | $10,885-96.3% |