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 | $46,481 | $112,881-58.8% | $90,951-48.9% | $158,922-70.8% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 12.62% | 215.79%-203.2pp | 134.60%-122.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,306 | $2,893-54.9% | $2,122-38.5% | $4,761-72.6% |
| Participant deferral / active EE | $2,600 | $4,128-37.0% | $3,373-22.9% | $5,982-56.5% |
| Admin fee / account holder | $402 | $8,041-95.0% | $5,959-93.3% | $11,246-96.4% |