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 | $39,748 | $81,208-51.1% | $98,907-59.8% | $79,858-50.2% |
| Participation rate | 95.7% | 72.5%+23.2pp | 76.0%+19.7pp | 69.6%+26.1pp |
| Annual return | 10.71% | 60.99%-50.3pp | 196.43%-185.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,635 | $1,960-16.6% | $2,689-39.2% | $2,471-33.8% |
| Participant deferral / active EE | $3,235 | $3,265-0.9% | $4,244-23.8% | $3,740-13.5% |
| Admin fee / account holder | $830 | $6,013-86.2% | $6,642-87.5% | $5,306-84.4% |