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 | $48,493 | $115,770-58.1% | $101,248-52.1% | $158,922-69.5% |
| Participation rate | 81.0% | 79.4%+1.6pp | 75.8%+5.1pp | 82.0%-1.0pp |
| Annual return | 10.27% | 56.14%-45.9pp | 46.47%-36.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,904 | $4,957-61.6% | $4,370-56.4% | $5,982-68.2% |
| Admin fee / account holder | $15,510 | $7,245+114.1% | $5,945+160.9% | $11,246+37.9% |