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 | $32,908 | $168,632-80.5% | $147,614-77.7% | $125,391-73.8% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | 2.88% | 77.65%-74.8pp | 61.98%-59.1pp | 282.22%-279.3pp |
| Employer contribution / active EE | $1,472 | $6,252-76.5% | $5,564-73.5% | $4,866-69.7% |
| Participant deferral / active EE | $4,211 | $5,507-23.5% | $4,895-14.0% | $5,352-21.3% |
| Admin fee / account holder | $993 | $13,580-92.7% | $11,611-91.4% | $9,540-89.6% |