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 | $67,368 | $85,202-20.9% | $172,739-61.0% | $72,985-7.7% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.6%-3.3pp | 69.5%+9.8pp |
| Annual return | 25.42% | 27.32%-1.9pp | 802.84%-777.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,817 | $3,324-45.3% | $5,143-64.7% | $2,440-25.5% |
| Participant deferral / active EE | $2,911 | $3,260-10.7% | $5,198-44.0% | $3,607-19.3% |
| Admin fee / account holder | $340 | $5,884-94.2% | $13,954-97.6% | $5,124-93.4% |