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 | $45,317 | $106,890-57.6% | $84,015-46.1% | $152,861-70.4% |
| Participation rate | 70.6% | 75.2%-4.7pp | 69.0%+1.6pp | 82.4%-11.9pp |
| Annual return | 25.82% | 104.99%-79.2pp | 71.31%-45.5pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,153 | $2,734-57.8% | $1,983-41.9% | $4,762-75.8% |
| Participant deferral / active EE | $4,953 | $4,011+23.5% | $3,239+52.9% | $5,850-15.3% |
| Admin fee / account holder | $354 | $8,285-95.7% | $6,101-94.2% | $11,596-96.9% |