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 | $29,462 | $73,515-59.9% | $62,995-53.2% | $147,584-80.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 20.87% | 175.43%-154.6pp | 87.57%-66.7pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,921 | $3,320-42.2% | $2,759-30.4% | $4,876-60.6% |
| Participant deferral / active EE | $3,938 | $4,185-5.9% | $3,329+18.3% | $5,439-27.6% |
| Admin fee / account holder | $450 | $5,953-92.4% | $3,600-87.5% | $10,885-95.9% |