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 | $45,858 | $81,208-43.5% | $98,907-53.6% | $79,858-42.6% |
| Participation rate | 81.5% | 72.5%+9.0pp | 76.0%+5.5pp | 69.6%+11.9pp |
| Annual return | 16.37% | 60.99%-44.6pp | 196.43%-180.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,252 | $1,960+14.9% | $2,689-16.2% | $2,471-8.8% |
| Participant deferral / active EE | $4,074 | $3,265+24.8% | $4,244-4.0% | $3,740+8.9% |
| Admin fee / account holder | $807 | $6,013-86.6% | $6,642-87.8% | $5,306-84.8% |