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 | $38,336 | $63,346-39.5% | $92,233-58.4% | $70,131-45.3% |
| Participation rate | 74.4% | 68.7%+5.7pp | 76.5%-2.1pp | 69.5%+4.8pp |
| Annual return | 15.07% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,084 | $2,471-15.7% | $3,679-43.4% | $2,342-11.1% |
| Participant deferral / active EE | $4,356 | $2,854+52.6% | $3,897+11.8% | $3,332+30.7% |
| Admin fee / account holder | $925 | $3,840-75.9% | $5,194-82.2% | $4,645-80.1% |