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 | $40,561 | $85,202-52.4% | $172,739-76.5% | $72,985-44.4% |
| Participation rate | 86.8% | 70.1%+16.8pp | 82.6%+4.2pp | 69.5%+17.4pp |
| Annual return | 22.46% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,661 | $3,324+10.1% | $5,143-28.8% | $2,440+50.0% |
| Participant deferral / active EE | $4,157 | $3,260+27.5% | $5,198-20.0% | $3,607+15.2% |
| Admin fee / account holder | $5,736 | $5,884-2.5% | $13,954-58.9% | $5,124+11.9% |