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 | $38,348 | $81,208-52.8% | $98,907-61.2% | $79,858-52.0% |
| Participation rate | 85.2% | 72.5%+12.7pp | 76.0%+9.2pp | 69.6%+15.6pp |
| Annual return | 15.06% | 60.99%-45.9pp | 196.43%-181.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,483 | $1,960-24.3% | $2,689-44.8% | $2,471-40.0% |
| Participant deferral / active EE | $3,874 | $3,265+18.7% | $4,244-8.7% | $3,740+3.6% |
| Admin fee / account holder | $5,928 | $6,013-1.4% | $6,642-10.7% | $5,306+11.7% |