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 | $52,187 | $107,334-51.4% | $92,893-43.8% | $152,861-65.9% |
| Participation rate | 95.2% | 79.8%+15.5pp | 76.0%+19.2pp | 82.4%+12.8pp |
| Annual return | 15.34% | 145.58%-130.2pp | 109.41%-94.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $957 | $4,221-77.3% | $3,653-73.8% | $4,762-79.9% |
| Participant deferral / active EE | $3,909 | $4,845-19.3% | $4,236-7.7% | $5,850-33.2% |
| Admin fee / account holder | $5,268 | $7,079-25.6% | $5,794-9.1% | $11,596-54.6% |