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 | $23,262 | $99,020-76.5% | $86,590-73.1% | $147,584-84.2% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 9.35% | 1312.34%-1303.0pp | 964.84%-955.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $3,473 | $3,132+10.9% | $2,839+22.3% | $4,876-28.8% |
| Participant deferral / active EE | $2,597 | $3,972-34.6% | $3,609-28.0% | $5,439-52.3% |
| Admin fee / account holder | $576 | $5,710-89.9% | $4,906-88.3% | $10,885-94.7% |