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 | $46,568 | $91,190-48.9% | $178,490-73.9% | $79,858-41.7% |
| Participation rate | 86.2% | 69.2%+17.0pp | 81.9%+4.3pp | 69.6%+16.6pp |
| Annual return | 16.02% | 24.19%-8.2pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,122 | $3,256-4.1% | $5,011-37.7% | $2,471+26.4% |
| Participant deferral / active EE | $4,744 | $3,236+46.6% | $5,202-8.8% | $3,740+26.8% |
| Admin fee / account holder | $7,115 | $6,751+5.4% | $13,984-49.1% | $5,306+34.1% |