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 | $49,038 | $69,207-29.1% | $64,056-23.4% | $139,434-64.8% |
| Participation rate | 82.4% | 75.6%+6.8pp | 72.3%+10.1pp | 80.3%+2.0pp |
| Annual return | 16.74% | 45.88%-29.1pp | 33.69%-17.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,524 | $3,182-20.7% | $2,747-8.1% | $4,751-46.9% |
| Participant deferral / active EE | $5,660 | $4,682+20.9% | $3,880+45.9% | $6,710-15.6% |
| Admin fee / account holder | $969 | $4,244-77.2% | $3,068-68.4% | $11,403-91.5% |