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 | $25,349 | $107,334-76.4% | $92,893-72.7% | $152,861-83.4% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 14.11% | 145.58%-131.5pp | 109.41%-95.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,243 | $4,221-70.6% | $3,653-66.0% | $4,762-73.9% |
| Participant deferral / active EE | $4,983 | $4,845+2.9% | $4,236+17.6% | $5,850-14.8% |
| Admin fee / account holder | $541 | $7,079-92.4% | $5,794-90.7% | $11,596-95.3% |