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 | $39,719 | $107,334-63.0% | $92,893-57.2% | $152,861-74.0% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.4%+1.8pp |
| Annual return | 23.39% | 145.58%-122.2pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,993 | $4,221-52.8% | $3,653-45.4% | $4,762-58.2% |
| Participant deferral / active EE | $3,848 | $4,845-20.6% | $4,236-9.2% | $5,850-34.2% |
| Admin fee / account holder | $863 | $7,079-87.8% | $5,794-85.1% | $11,596-92.6% |