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 | $45,584 | $81,208-43.9% | $98,907-53.9% | $79,858-42.9% |
| Participation rate | 80.3% | 72.5%+7.8pp | 76.0%+4.3pp | 69.6%+10.7pp |
| Annual return | 15.36% | 60.99%-45.6pp | 196.43%-181.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $455 | $1,960-76.8% | $2,689-83.1% | $2,471-81.6% |
| Participant deferral / active EE | $4,264 | $3,265+30.6% | $4,244+0.5% | $3,740+14.0% |
| Admin fee / account holder | $3,660 | $6,013-39.1% | $6,642-44.9% | $5,306-31.0% |