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 | $47,802 | $107,334-55.5% | $92,893-48.5% | $152,861-68.7% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 13.69% | 145.58%-131.9pp | 109.41%-95.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,435 | $4,221-42.3% | $3,653-33.4% | $4,762-48.9% |
| Participant deferral / active EE | $3,922 | $4,845-19.1% | $4,236-7.4% | $5,850-33.0% |
| Admin fee / account holder | $6,237 | $7,079-11.9% | $5,794+7.6% | $11,596-46.2% |