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 | $46,774 | $49,173-4.9% | $121,098-61.4% | $75,163-37.8% |
| Participation rate | 71.9% | 55.4%+16.5pp | 69.5%+2.4pp | 67.2%+4.7pp |
| Annual return | 14.16% | 55.99%-41.8pp | 985.75%-971.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,141 | $1,546-26.2% | $4,164-72.6% | $2,670-57.2% |
| Participant deferral / active EE | $3,443 | $2,628+31.0% | $4,080-15.6% | $4,125-16.5% |
| Admin fee / account holder | $1,967 | $3,942-50.1% | $5,644-65.1% | $5,651-65.2% |