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 | $49,384 | $74,888-34.1% | $71,209-30.6% | $142,382-65.3% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 15.64% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,983 | $2,854-30.5% | $2,721-27.1% | $4,299-53.9% |
| Participant deferral / active EE | $5,938 | $4,454+33.3% | $4,175+42.2% | $6,507-8.7% |
| Admin fee / account holder | $482 | $5,568-91.4% | $5,349-91.0% | $12,624-96.2% |