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 | $40,151 | $99,020-59.5% | $86,590-53.6% | $147,584-72.8% |
| Participation rate | 70.6% | 76.3%-5.8pp | 73.5%-3.0pp | 82.8%-12.2pp |
| Annual return | 12.56% | 1312.34%-1299.8pp | 964.84%-952.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,041 | $3,132-66.8% | $2,839-63.4% | $4,876-78.7% |
| Participant deferral / active EE | $1,869 | $3,972-53.0% | $3,609-48.2% | $5,439-65.6% |
| Admin fee / account holder | $1,025 | $5,710-82.1% | $4,906-79.1% | $10,885-90.6% |