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 | $65,647 | $102,317-35.8% | $146,958-55.3% | $80,856-18.8% |
| Participation rate | 88.4% | 75.8%+12.5pp | 82.2%+6.2pp | 67.6%+20.7pp |
| Annual return | 14.26% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,530 | $3,713-31.9% | $4,933-48.7% | $2,755-8.2% |
| Participant deferral / active EE | $6,473 | $6,644-2.6% | $8,070-19.8% | $4,296+50.7% |
| Admin fee / account holder | $3,029 | $7,941-61.9% | $12,998-76.7% | $6,918-56.2% |