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 | $60,801 | $107,334-43.4% | $92,893-34.5% | $152,861-60.2% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 25.73% | 145.58%-119.8pp | 109.41%-83.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,195 | $4,221-71.7% | $3,653-67.3% | $4,762-74.9% |
| Participant deferral / active EE | $5,009 | $4,845+3.4% | $4,236+18.2% | $5,850-14.4% |
| Admin fee / account holder | $3,627 | $7,079-48.8% | $5,794-37.4% | $11,596-68.7% |