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 | $18,721 | $104,907-82.2% | $84,611-77.9% | $152,861-87.8% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 18.62% | 373.79%-355.2pp | 258.74%-240.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,595 | $3,302-51.7% | $2,652-39.9% | $4,762-66.5% |
| Participant deferral / active EE | $1,755 | $4,688-62.6% | $3,899-55.0% | $5,850-70.0% |
| Admin fee / account holder | $1,243 | $6,241-80.1% | $4,912-74.7% | $11,596-89.3% |