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 | $47,448 | $81,208-41.6% | $98,907-52.0% | $79,858-40.6% |
| Participation rate | 77.3% | 72.5%+4.8pp | 76.0%+1.2pp | 69.6%+7.6pp |
| Annual return | 15.51% | 60.99%-45.5pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,793 | $1,960-8.5% | $2,689-33.3% | $2,471-27.4% |
| Participant deferral / active EE | $3,549 | $3,265+8.7% | $4,244-16.4% | $3,740-5.1% |
| Admin fee / account holder | $4,190 | $6,013-30.3% | $6,642-36.9% | $5,306-21.0% |