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 | $38,470 | $108,919-64.7% | $100,391-61.7% | $145,922-73.6% |
| Participation rate | 77.8% | 82.9%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 14.43% | 57.88%-43.5pp | 49.20%-34.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,424 | $4,419-45.2% | $3,942-38.5% | $4,660-48.0% |
| Participant deferral / active EE | $3,927 | $8,445-53.5% | $8,082-51.4% | $6,688-41.3% |
| Admin fee / account holder | $4,340 | $9,689-55.2% | $7,899-45.1% | $13,397-67.6% |