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 | $56,194 | $106,890-47.4% | $84,015-33.1% | $152,861-63.2% |
| Participation rate | 94.7% | 75.2%+19.5pp | 69.0%+25.7pp | 82.4%+12.3pp |
| Annual return | 24.67% | 104.99%-80.3pp | 71.31%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,280 | $2,734-53.2% | $1,983-35.5% | $4,762-73.1% |
| Participant deferral / active EE | $2,221 | $4,011-44.6% | $3,239-31.4% | $5,850-62.0% |
| Admin fee / account holder | $1,125 | $8,285-86.4% | $6,101-81.6% | $11,596-90.3% |