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 | $72,788 | $150,187-51.5% | $120,354-39.5% | $145,922-50.1% |
| Participation rate | 87.0% | 78.8%+8.2pp | 71.9%+15.0pp | 80.3%+6.7pp |
| Annual return | 14.30% | 154.07%-139.8pp | 107.15%-92.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,807 | $4,348-58.4% | $3,463-47.8% | $4,660-61.2% |
| Participant deferral / active EE | $2,974 | $6,173-51.8% | $4,991-40.4% | $6,688-55.5% |
| Admin fee / account holder | $8,546 | $12,207-30.0% | $9,423-9.3% | $13,397-36.2% |