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 | $31,565 | $118,849-73.4% | $96,562-67.3% | $167,490-81.2% |
| Participation rate | 79.2% | 75.5%+3.7pp | 69.8%+9.4pp | 82.1%-2.9pp |
| Annual return | 13.83% | 50.49%-36.7pp | 37.78%-24.0pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,115 | $3,120-32.2% | $2,356-10.3% | $4,837-56.3% |
| Participant deferral / active EE | $3,126 | $4,616-32.3% | $3,849-18.8% | $6,341-50.7% |
| Admin fee / account holder | $323 | $8,065-96.0% | $6,181-94.8% | $12,309-97.4% |