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 | $45,578 | $102,317-55.5% | $146,958-69.0% | $80,856-43.6% |
| Participation rate | 95.8% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 12.59% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,668 | $3,713-28.1% | $4,933-45.9% | $2,755-3.2% |
| Participant deferral / active EE | $5,239 | $6,644-21.1% | $8,070-35.1% | $4,296+21.9% |
| Admin fee / account holder | $4,133 | $7,941-47.9% | $12,998-68.2% | $6,918-40.3% |