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 | $39,466 | $158,398-75.1% | $126,539-68.8% | $142,382-72.3% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 15.54% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,243 | $4,650-51.8% | $3,674-39.0% | $4,299-47.8% |
| Participant deferral / active EE | $4,121 | $4,767-13.5% | $4,083+1.0% | $6,507-36.7% |
| Admin fee / account holder | $449 | $6,918-93.5% | $6,065-92.6% | $12,624-96.4% |