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 | $39,135 | $152,587-74.4% | $125,175-68.7% | $152,861-74.4% |
| Participation rate | 94.7% | 83.3%+11.4pp | 79.8%+15.0pp | 82.4%+12.3pp |
| Annual return | 22.23% | 54.84%-32.6pp | 43.79%-21.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,729 | $4,946-44.8% | $3,865-29.4% | $4,762-42.7% |
| Participant deferral / active EE | $3,850 | $5,868-34.4% | $4,937-22.0% | $5,850-34.2% |
| Admin fee / account holder | $1,599 | $13,434-88.1% | $9,702-83.5% | $11,596-86.2% |