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 | $20,563 | $102,616-80.0% | $81,983-74.9% | $158,922-87.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.2%+18.3pp | 82.0%+5.5pp |
| Annual return | 20.19% | 61.04%-40.9pp | 41.31%-21.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,928 | $3,240-40.5% | $2,498-22.8% | $4,761-59.5% |
| Participant deferral / active EE | $3,228 | $4,648-30.6% | $3,722-13.3% | $5,982-46.0% |
| Admin fee / account holder | $438 | $8,235-94.7% | $5,664-92.3% | $11,246-96.1% |