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 | $45,138 | $81,208-44.4% | $98,907-54.4% | $79,858-43.5% |
| Participation rate | 92.9% | 72.5%+20.4pp | 76.0%+16.8pp | 69.6%+23.2pp |
| Annual return | 15.87% | 60.99%-45.1pp | 196.43%-180.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,672 | $1,960-14.7% | $2,689-37.8% | $2,471-32.4% |
| Participant deferral / active EE | $4,836 | $3,265+48.1% | $4,244+13.9% | $3,740+29.3% |
| Admin fee / account holder | $315 | $6,013-94.8% | $6,642-95.3% | $5,306-94.1% |