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 | $37,546 | $78,422-52.1% | $95,952-60.9% | $79,858-53.0% |
| Participation rate | 70.5% | 73.5%-3.0pp | 77.1%-6.5pp | 69.6%+0.9pp |
| Annual return | 65.68% | 19.37%+46.3pp | 91.61%-25.9pp | 31.71%+34.0pp |
| Employer contribution / active EE | $1,292 | $1,945-33.6% | $2,541-49.1% | $2,471-47.7% |
| Participant deferral / active EE | $2,789 | $3,440-18.9% | $4,167-33.1% | $3,740-25.4% |
| Admin fee / account holder | $811 | $5,622-85.6% | $6,795-88.1% | $5,306-84.7% |