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 | $45,517 | $106,890-57.4% | $84,015-45.8% | $152,861-70.2% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 22.32% | 104.99%-82.7pp | 71.31%-49.0pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,506 | $2,734-44.9% | $1,983-24.1% | $4,762-68.4% |
| Participant deferral / active EE | $4,107 | $4,011+2.4% | $3,239+26.8% | $5,850-29.8% |
| Admin fee / account holder | $8,096 | $8,285-2.3% | $6,101+32.7% | $11,596-30.2% |