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 | $43,781 | $99,079-55.8% | $77,999-43.9% | $273,961-84.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 9.11% | 217.93%-208.8pp | 425.96%-416.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,922 | $3,308-41.9% | $2,470-22.2% | $4,869-60.5% |
| Participant deferral / active EE | $2,215 | $4,306-48.6% | $3,497-36.7% | $5,287-58.1% |
| Admin fee / account holder | $471 | $8,954-94.7% | $5,480-91.4% | $10,132-95.3% |