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 | $38,224 | $118,680-67.8% | $98,907-61.4% | $158,922-75.9% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 9.45% | 372.35%-362.9pp | 196.43%-187.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,878 | $3,333-13.6% | $2,689+7.0% | $4,761-39.5% |
| Participant deferral / active EE | $6,840 | $5,088+34.4% | $4,244+61.2% | $5,982+14.3% |
| Admin fee / account holder | $3,263 | $10,131-67.8% | $6,642-50.9% | $11,246-71.0% |