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 | $45,838 | $102,966-55.5% | $90,281-49.2% | $152,861-70.0% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 22.14% | 95.16%-73.0pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,524 | $3,139-19.6% | $2,854-11.6% | $4,762-47.0% |
| Participant deferral / active EE | $5,210 | $4,281+21.7% | $3,885+34.1% | $5,850-10.9% |
| Admin fee / account holder | $1,865 | $6,171-69.8% | $5,351-65.2% | $11,596-83.9% |