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 | $32,240 | $106,890-69.8% | $84,015-61.6% | $152,861-78.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 23.68% | 104.99%-81.3pp | 71.31%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,385 | $2,734-49.3% | $1,983-30.2% | $4,762-70.9% |
| Participant deferral / active EE | $2,279 | $4,011-43.2% | $3,239-29.6% | $5,850-61.0% |
| Admin fee / account holder | $4,519 | $8,285-45.5% | $6,101-25.9% | $11,596-61.0% |