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 | $63,612 | $81,208-21.7% | $98,907-35.7% | $79,858-20.3% |
| Participation rate | 74.6% | 72.5%+2.1pp | 76.0%-1.4pp | 69.6%+4.9pp |
| Annual return | 17.08% | 60.99%-43.9pp | 196.43%-179.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,497 | $1,960-23.6% | $2,689-44.3% | $2,471-39.4% |
| Participant deferral / active EE | $4,144 | $3,265+26.9% | $4,244-2.4% | $3,740+10.8% |
| Admin fee / account holder | $5,046 | $6,013-16.1% | $6,642-24.0% | $5,306-4.9% |