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 | $27,439 | $63,346-56.7% | $92,233-70.2% | $70,131-60.9% |
| Participation rate | 73.2% | 68.7%+4.5pp | 76.5%-3.3pp | 69.5%+3.6pp |
| Annual return | 63.24% | 530.12%-466.9pp | 176.28%-113.0pp | 73.14%-9.9pp |
| Employer contribution / active EE | $1,654 | $2,471-33.1% | $3,679-55.0% | $2,342-29.4% |
| Participant deferral / active EE | $3,464 | $2,854+21.4% | $3,897-11.1% | $3,332+4.0% |
| Admin fee / account holder | $600 | $3,840-84.4% | $5,194-88.4% | $4,645-87.1% |