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 | $51,620 | $109,327-52.8% | $89,391-42.3% | $158,922-67.5% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 16.51% | 345.68%-329.2pp | 245.62%-229.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,158 | $3,170-63.5% | $2,586-55.2% | $4,761-75.7% |
| Participant deferral / active EE | $4,118 | $4,598-10.5% | $3,890+5.9% | $5,982-31.2% |
| Admin fee / account holder | $870 | $6,153-85.9% | $4,881-82.2% | $11,246-92.3% |