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 | $73,392 | $106,890-31.3% | $84,015-12.6% | $152,861-52.0% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.4%+11.3pp |
| Annual return | 15.61% | 104.99%-89.4pp | 71.31%-55.7pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,494 | $2,734-45.4% | $1,983-24.7% | $4,762-68.6% |
| Participant deferral / active EE | $4,603 | $4,011+14.7% | $3,239+42.1% | $5,850-21.3% |
| Admin fee / account holder | $2,232 | $8,285-73.1% | $6,101-63.4% | $11,596-80.8% |