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 | $42,564 | $105,126-59.5% | $94,646-55.0% | $139,434-69.5% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 24.90% | 38.03%-13.1pp | 156.71%-131.8pp | 372.94%-348.0pp |
| Employer contribution / active EE | $3,011 | $4,106-26.7% | $3,672-18.0% | $4,751-36.6% |
| Participant deferral / active EE | $9,704 | $7,599+27.7% | $7,418+30.8% | $6,710+44.6% |
| Admin fee / account holder | $859 | $8,984-90.4% | $7,231-88.1% | $11,403-92.5% |