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 | $81,250 | $110,809-26.7% | $86,874-6.5% | $167,490-51.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 71.6%+15.9pp | 82.1%+5.4pp |
| Annual return | 11.62% | 116.98%-105.4pp | 63.52%-51.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,260 | $3,244-30.3% | $2,495-9.4% | $4,837-53.3% |
| Participant deferral / active EE | $4,616 | $4,546+1.5% | $3,699+24.8% | $6,341-27.2% |
| Admin fee / account holder | $5,238 | $8,415-37.7% | $5,828-10.1% | $12,309-57.4% |