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 | $61,008 | $107,334-43.2% | $92,893-34.3% | $152,861-60.1% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 21.03% | 145.58%-124.6pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,241 | $4,221-70.6% | $3,653-66.0% | $4,762-73.9% |
| Participant deferral / active EE | $2,371 | $4,845-51.1% | $4,236-44.0% | $5,850-59.5% |
| Admin fee / account holder | $445 | $7,079-93.7% | $5,794-92.3% | $11,596-96.2% |