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 | $40,790 | $102,616-60.3% | $81,983-50.2% | $158,922-74.3% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.2%+22.4pp | 82.0%+9.7pp |
| Annual return | 26.65% | 61.04%-34.4pp | 41.31%-14.7pp | 302.83%-276.2pp |
| Employer contribution / active EE | $926 | $3,240-71.4% | $2,498-63.0% | $4,761-80.6% |
| Participant deferral / active EE | $3,725 | $4,648-19.9% | $3,722+0.1% | $5,982-37.7% |
| Admin fee / account holder | $578 | $8,235-93.0% | $5,664-89.8% | $11,246-94.9% |