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 | $67,503 | $105,998-36.3% | $92,233-26.8% | $147,584-54.3% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 10.23% | 50.05%-39.8pp | 176.28%-166.0pp | 578.55%-568.3pp |
| Employer contribution / active EE | $2,170 | $4,333-49.9% | $3,679-41.0% | $4,876-55.5% |
| Participant deferral / active EE | $10,070 | $4,478+124.9% | $3,897+158.4% | $5,439+85.1% |
| Admin fee / account holder | $5,225 | $6,332-17.5% | $5,194+0.6% | $10,885-52.0% |