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 | $47,194 | $105,998-55.5% | $92,233-48.8% | $147,584-68.0% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 22.85% | 50.05%-27.2pp | 176.28%-153.4pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,953 | $4,333-31.8% | $3,679-19.7% | $4,876-39.4% |
| Participant deferral / active EE | $3,375 | $4,478-24.6% | $3,897-13.4% | $5,439-37.9% |
| Admin fee / account holder | $968 | $6,332-84.7% | $5,194-81.4% | $10,885-91.1% |