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 | $44,325 | $112,096-60.5% | $95,952-53.8% | $158,922-72.1% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 15.17% | 171.09%-155.9pp | 91.61%-76.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,783 | $3,198-44.3% | $2,541-29.8% | $4,761-62.6% |
| Participant deferral / active EE | $5,126 | $4,784+7.2% | $4,167+23.0% | $5,982-14.3% |
| Admin fee / account holder | $318 | $10,130-96.9% | $6,795-95.3% | $11,246-97.2% |