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 | $54,041 | $107,334-49.7% | $92,893-41.8% | $152,861-64.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 24.72% | 145.58%-120.9pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,980 | $4,221-53.1% | $3,653-45.8% | $4,762-58.4% |
| Participant deferral / active EE | $5,768 | $4,845+19.1% | $4,236+36.2% | $5,850-1.4% |
| Admin fee / account holder | $3,816 | $7,079-46.1% | $5,794-34.1% | $11,596-67.1% |