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 | $43,947 | $144,119-69.5% | $117,854-62.7% | $147,584-70.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 9.30% | 531.15%-521.9pp | 335.08%-325.8pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,785 | $4,896-63.5% | $3,786-52.9% | $4,876-63.4% |
| Participant deferral / active EE | $1,886 | $5,316-64.5% | $4,482-57.9% | $5,439-65.3% |
| Admin fee / account holder | $3,065 | $10,886-71.8% | $8,020-61.8% | $10,885-71.8% |