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 | $44,578 | $144,119-69.1% | $117,854-62.2% | $147,584-69.8% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 10.18% | 531.15%-521.0pp | 335.08%-324.9pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,692 | $4,896-45.0% | $3,786-28.9% | $4,876-44.8% |
| Participant deferral / active EE | $6,705 | $5,316+26.1% | $4,482+49.6% | $5,439+23.3% |
| Admin fee / account holder | $907 | $10,886-91.7% | $8,020-88.7% | $10,885-91.7% |