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 | $45,744 | $106,890-57.2% | $84,015-45.6% | $152,861-70.1% |
| Participation rate | 90.5% | 75.2%+15.2pp | 69.0%+21.5pp | 82.4%+8.0pp |
| Annual return | 24.61% | 104.99%-80.4pp | 71.31%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,816 | $2,734-33.6% | $1,983-8.5% | $4,762-61.9% |
| Participant deferral / active EE | $2,455 | $4,011-38.8% | $3,239-24.2% | $5,850-58.0% |
| Admin fee / account holder | $622 | $8,285-92.5% | $6,101-89.8% | $11,596-94.6% |