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 | $59,207 | $107,334-44.8% | $92,893-36.3% | $152,861-61.3% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 17.04% | 145.58%-128.5pp | 109.41%-92.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,643 | $4,221-37.4% | $3,653-27.6% | $4,762-44.5% |
| Participant deferral / active EE | $4,414 | $4,845-8.9% | $4,236+4.2% | $5,850-24.6% |
| Admin fee / account holder | $2,384 | $7,079-66.3% | $5,794-58.9% | $11,596-79.4% |