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 | $39,083 | $111,724-65.0% | $93,606-58.2% | $145,922-73.2% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 10.81% | 202.98%-192.2pp | 133.20%-122.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,024 | $3,090-34.5% | $2,420-16.3% | $4,660-56.6% |
| Participant deferral / active EE | $4,049 | $4,912-17.6% | $4,411-8.2% | $6,688-39.5% |
| Admin fee / account holder | $1,902 | $10,250-81.4% | $8,285-77.0% | $13,397-85.8% |