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 | $51,407 | $106,890-51.9% | $84,015-38.8% | $152,861-66.4% |
| Participation rate | 87.0% | 75.2%+11.7pp | 69.0%+17.9pp | 82.4%+4.5pp |
| Annual return | 24.85% | 104.99%-80.1pp | 71.31%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,433 | $2,734-47.6% | $1,983-27.7% | $4,762-69.9% |
| Participant deferral / active EE | $4,102 | $4,011+2.3% | $3,239+26.7% | $5,850-29.9% |
| Admin fee / account holder | $2,272 | $8,285-72.6% | $6,101-62.8% | $11,596-80.4% |