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 | $77,286 | $126,574-38.9% | $106,213-27.2% | $145,922-47.0% |
| Participation rate | 81.8% | 77.6%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 11.76% | 224.79%-213.0pp | 116.14%-104.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,844 | $3,730-50.6% | $3,171-41.9% | $4,660-60.4% |
| Participant deferral / active EE | $3,284 | $5,724-42.6% | $5,016-34.5% | $6,688-50.9% |
| Admin fee / account holder | $474 | $17,304-97.3% | $11,033-95.7% | $13,397-96.5% |