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 | $46,876 | $100,041-53.1% | $149,718-68.7% | $70,131-33.2% |
| Participation rate | 71.2% | 83.6%-12.4pp | 87.1%-15.9pp | 69.5%+1.6pp |
| Annual return | 14.67% | 27.43%-12.8pp | 1501.63%-1487.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,576 | $4,983-28.2% | $6,569-45.6% | $3,332+7.3% |
| Admin fee / account holder | $1,747 | $8,286-78.9% | $11,283-84.5% | $4,645-62.4% |