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 | $44,749 | $102,382-56.3% | $147,005-69.6% | $80,874-44.7% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 15.75% | 134.89%-119.1pp | 418.76%-403.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $3,193 | $3,715-14.0% | $4,934-35.3% | $2,756+15.9% |
| Participant deferral / active EE | $6,954 | $6,646+4.6% | $8,070-13.8% | $4,297+61.8% |
| Admin fee / account holder | $5,395 | $7,942-32.1% | $13,006-58.5% | $6,935-22.2% |