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 | $51,853 | $107,334-51.7% | $92,893-44.2% | $152,861-66.1% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 28.21% | 145.58%-117.4pp | 109.41%-81.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,516 | $4,221-64.1% | $3,653-58.5% | $4,762-68.2% |
| Participant deferral / active EE | $4,487 | $4,845-7.4% | $4,236+5.9% | $5,850-23.3% |
| Admin fee / account holder | $352 | $7,079-95.0% | $5,794-93.9% | $11,596-97.0% |