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 | $46,036 | $96,635-52.4% | $86,612-46.8% | $139,434-67.0% |
| Participation rate | 70.6% | 74.4%-3.8pp | 71.7%-1.1pp | 80.3%-9.7pp |
| Annual return | 19.50% | 106.41%-86.9pp | 591.07%-571.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,401 | $3,263-57.1% | $3,022-53.7% | $4,751-70.5% |
| Participant deferral / active EE | $4,256 | $4,836-12.0% | $4,438-4.1% | $6,710-36.6% |
| Admin fee / account holder | $309 | $6,408-95.2% | $5,614-94.5% | $11,403-97.3% |