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 | $34,029 | $105,998-67.9% | $92,233-63.1% | $147,584-76.9% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 17.61% | 50.05%-32.4pp | 176.28%-158.7pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,254 | $4,333-24.9% | $3,679-11.6% | $4,876-33.3% |
| Participant deferral / active EE | $4,633 | $4,478+3.5% | $3,897+18.9% | $5,439-14.8% |
| Admin fee / account holder | $557 | $6,332-91.2% | $5,194-89.3% | $10,885-94.9% |