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 | $46,435 | $135,635-65.8% | $110,238-57.9% | $135,375-65.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | 22.99% | 513.19%-490.2pp | 314.74%-291.7pp | 519.73%-496.7pp |
| Employer contribution / active EE | $2,201 | $4,906-55.1% | $3,826-42.5% | $4,779-53.9% |
| Participant deferral / active EE | $4,738 | $5,506-14.0% | $4,672+1.4% | $5,609-15.5% |
| Admin fee / account holder | $452 | $11,457-96.1% | $8,547-94.7% | $10,827-95.8% |