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 | $57,641 | $112,881-48.9% | $90,951-36.6% | $158,922-63.7% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 20.82% | 215.79%-195.0pp | 134.60%-113.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,047 | $2,893-29.3% | $2,122-3.5% | $4,761-57.0% |
| Participant deferral / active EE | $3,829 | $4,128-7.2% | $3,373+13.5% | $5,982-36.0% |
| Admin fee / account holder | $1,790 | $8,041-77.7% | $5,959-70.0% | $11,246-84.1% |