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 | $42,471 | $73,515-42.2% | $62,995-32.6% | $147,584-71.2% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 16.39% | 175.43%-159.0pp | 87.57%-71.2pp | 578.55%-562.2pp |
| Employer contribution / active EE | $848 | $3,320-74.5% | $2,759-69.3% | $4,876-82.6% |
| Participant deferral / active EE | $1,557 | $4,185-62.8% | $3,329-53.2% | $5,439-71.4% |
| Admin fee / account holder | $8,408 | $5,953+41.2% | $3,600+133.6% | $10,885-22.8% |