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 | $47,176 | $107,334-56.0% | $92,893-49.2% | $152,861-69.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 19.26% | 145.58%-126.3pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,066 | $4,221-74.7% | $3,653-70.8% | $4,762-77.6% |
| Participant deferral / active EE | $2,721 | $4,845-43.8% | $4,236-35.8% | $5,850-53.5% |
| Admin fee / account holder | $7,156 | $7,079+1.1% | $5,794+23.5% | $11,596-38.3% |