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 | $117,800 | $150,187-21.6% | $120,354-2.1% | $145,922-19.3% |
| Participation rate | 72.7% | 78.8%-6.0pp | 71.9%+0.8pp | 80.3%-7.5pp |
| Annual return | 14.26% | 154.07%-139.8pp | 107.15%-92.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,151 | $4,348-27.5% | $3,463-9.0% | $4,660-32.4% |
| Participant deferral / active EE | $5,385 | $6,173-12.8% | $4,991+7.9% | $6,688-19.5% |
| Admin fee / account holder | $8,567 | $12,207-29.8% | $9,423-9.1% | $13,397-36.1% |