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 | $35,237 | $102,966-65.8% | $90,281-61.0% | $152,861-76.9% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 24.24% | 95.16%-70.9pp | 78.10%-53.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,721 | $3,139-45.2% | $2,854-39.7% | $4,762-63.9% |
| Participant deferral / active EE | $5,086 | $4,281+18.8% | $3,885+30.9% | $5,850-13.1% |
| Admin fee / account holder | $2,308 | $6,171-62.6% | $5,351-56.9% | $11,596-80.1% |