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 | $48,510 | $114,047-57.5% | $96,139-49.5% | $167,490-71.0% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 12.86% | 189.88%-177.0pp | 191.94%-179.1pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,281 | $3,427-62.6% | $2,797-54.2% | $4,837-73.5% |
| Participant deferral / active EE | $4,224 | $5,194-18.7% | $4,349-2.9% | $6,341-33.4% |
| Admin fee / account holder | $694 | $6,897-89.9% | $5,537-87.5% | $12,309-94.4% |