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 | $30,984 | $109,327-71.7% | $89,391-65.3% | $158,922-80.5% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.0%+22.5pp | 82.0%+8.5pp |
| Annual return | 13.05% | 345.68%-332.6pp | 245.62%-232.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,452 | $3,170-22.7% | $2,586-5.2% | $4,761-48.5% |
| Participant deferral / active EE | $4,592 | $4,598-0.1% | $3,890+18.1% | $5,982-23.2% |
| Admin fee / account holder | $2,949 | $6,153-52.1% | $4,881-39.6% | $11,246-73.8% |