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 | $44,459 | $132,634-66.5% | $115,768-61.6% | $137,256-67.6% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.4%+16.5pp | 80.0%+10.9pp |
| Annual return | 12.64% | 160.70%-148.1pp | 100.46%-87.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $996 | $3,360-70.4% | $2,940-66.1% | $4,156-76.0% |
| Participant deferral / active EE | $2,886 | $5,619-48.6% | $4,917-41.3% | $6,407-55.0% |
| Admin fee / account holder | $1,760 | $15,028-88.3% | $12,439-85.9% | $12,270-85.7% |