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 | $49,521 | $138,065-64.1% | $123,544-59.9% | $135,375-63.4% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | 1.27% | 153.68%-152.4pp | 119.20%-117.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,829 | $5,151-64.5% | $4,628-60.5% | $4,779-61.7% |
| Participant deferral / active EE | $4,398 | $6,799-35.3% | $6,426-31.5% | $5,609-21.6% |
| Admin fee / account holder | $680 | $10,916-93.8% | $9,284-92.7% | $10,827-93.7% |