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 | $47,642 | $56,114-15.1% | $96,139-50.4% | $85,850-44.5% |
| Participation rate | 76.7% | 56.7%+19.9pp | 68.4%+8.2pp | 69.3%+7.4pp |
| Annual return | 15.64% | 42.30%-26.7pp | 191.94%-176.3pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,082 | $1,620+28.5% | $2,797-25.6% | $2,565-18.9% |
| Participant deferral / active EE | $5,680 | $2,859+98.7% | $4,349+30.6% | $3,952+43.7% |
| Admin fee / account holder | $1,302 | $3,768-65.5% | $5,537-76.5% | $6,260-79.2% |