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 | $45,337 | $115,770-60.8% | $101,248-55.2% | $158,922-71.5% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 17.74% | 56.14%-38.4pp | 46.47%-28.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $4,936 | $4,175+18.2% | $3,660+34.9% | $4,761+3.7% |
| Participant deferral / active EE | $2,315 | $4,957-53.3% | $4,370-47.0% | $5,982-61.3% |
| Admin fee / account holder | $2,191 | $7,245-69.8% | $5,945-63.1% | $11,246-80.5% |