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 | $56,166 | $81,208-30.8% | $98,907-43.2% | $79,858-29.7% |
| Participation rate | 78.6% | 72.5%+6.1pp | 76.0%+2.5pp | 69.6%+8.9pp |
| Annual return | 10.75% | 60.99%-50.2pp | 196.43%-185.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,592 | $1,960+32.3% | $2,689-3.6% | $2,471+4.9% |
| Participant deferral / active EE | $4,292 | $3,265+31.5% | $4,244+1.1% | $3,740+14.8% |
| Admin fee / account holder | $2,275 | $6,013-62.2% | $6,642-65.7% | $5,306-57.1% |