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 | $61,408 | $102,317-40.0% | $146,958-58.2% | $80,856-24.1% |
| Participation rate | 71.2% | 75.8%-4.6pp | 82.2%-10.9pp | 67.6%+3.6pp |
| Annual return | 12.08% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $968 | $3,713-73.9% | $4,933-80.4% | $2,755-64.9% |
| Participant deferral / active EE | $3,871 | $6,644-41.7% | $8,070-52.0% | $4,296-9.9% |
| Admin fee / account holder | $5,286 | $7,941-33.4% | $12,998-59.3% | $6,918-23.6% |