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 | $54,831 | $109,327-49.8% | $89,391-38.7% | $158,922-65.5% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 12.37% | 345.68%-333.3pp | 245.62%-233.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,194 | $3,170+0.8% | $2,586+23.5% | $4,761-32.9% |
| Participant deferral / active EE | $5,225 | $4,598+13.6% | $3,890+34.3% | $5,982-12.7% |
| Admin fee / account holder | $1,406 | $6,153-77.1% | $4,881-71.2% | $11,246-87.5% |