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 | $56,406 | $118,919-52.6% | $88,538-36.3% | $152,861-63.1% |
| Participation rate | 78.6% | 73.4%+5.2pp | 68.7%+9.8pp | 82.4%-3.9pp |
| Annual return | 19.28% | 47.92%-28.6pp | 43.64%-24.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $109 | $2,669-95.9% | $2,098-94.8% | $4,762-97.7% |
| Participant deferral / active EE | $3,048 | $3,549-14.1% | $2,914+4.6% | $5,850-47.9% |
| Admin fee / account holder | $13,000 | $5,876+121.2% | $4,310+201.6% | $11,596+12.1% |