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 | $46,359 | $102,317-54.7% | $146,958-68.5% | $80,856-42.7% |
| Participation rate | 81.9% | 75.8%+6.1pp | 82.2%-0.2pp | 67.6%+14.3pp |
| Annual return | 19.23% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,598 | $3,713-30.0% | $4,933-47.3% | $2,755-5.7% |
| Participant deferral / active EE | $5,021 | $6,644-24.4% | $8,070-37.8% | $4,296+16.9% |
| Admin fee / account holder | $5,161 | $7,941-35.0% | $12,998-60.3% | $6,918-25.4% |