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 | $69,586 | $105,181-33.8% | $159,436-56.4% | $85,850-18.9% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.8%-8.6pp | 69.3%+4.9pp |
| Annual return | 13.78% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,652 | $5,945-4.9% | $7,352-23.1% | $3,952+43.0% |
| Admin fee / account holder | $2,012 | $6,933-71.0% | $10,799-81.4% | $6,260-67.9% |