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 | $43,776 | $81,208-46.1% | $98,907-55.7% | $79,858-45.2% |
| Participation rate | 96.3% | 72.5%+23.8pp | 76.0%+20.3pp | 69.6%+26.7pp |
| Annual return | 23.88% | 60.99%-37.1pp | 196.43%-172.6pp | 31.71%-7.8pp |
| Employer contribution / active EE | $6,204 | $1,960+216.6% | $2,689+130.7% | $2,471+151.1% |
| Participant deferral / active EE | $2,081 | $3,265-36.3% | $4,244-51.0% | $3,740-44.4% |
| Admin fee / account holder | $672 | $6,013-88.8% | $6,642-89.9% | $5,306-87.3% |