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 | $53,882 | $109,327-50.7% | $89,391-39.7% | $158,922-66.1% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 32.96% | 345.68%-312.7pp | 245.62%-212.7pp | 302.83%-269.9pp |
| Employer contribution / active EE | $1,526 | $3,170-51.9% | $2,586-41.0% | $4,761-67.9% |
| Participant deferral / active EE | $4,873 | $4,598+6.0% | $3,890+25.3% | $5,982-18.5% |
| Admin fee / account holder | $2,649 | $6,153-57.0% | $4,881-45.7% | $11,246-76.4% |