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 | $56,962 | $111,724-49.0% | $93,606-39.1% | $145,922-61.0% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 14.16% | 202.98%-188.8pp | 133.20%-119.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $674 | $3,090-78.2% | $2,420-72.1% | $4,660-85.5% |
| Participant deferral / active EE | $1,739 | $4,912-64.6% | $4,411-60.6% | $6,688-74.0% |
| Admin fee / account holder | $802 | $10,250-92.2% | $8,285-90.3% | $13,397-94.0% |