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 | $45,639 | $72,400-37.0% | $67,502-32.4% | $145,922-68.7% |
| Participation rate | 70.6% | 76.9%-6.3pp | 72.9%-2.3pp | 80.3%-9.7pp |
| Annual return | 10.26% | 7182.46%-7172.2pp | 3512.12%-3501.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,697 | $3,069-44.7% | $2,731-37.8% | $4,660-63.6% |
| Participant deferral / active EE | $3,574 | $4,783-25.3% | $4,000-10.7% | $6,688-46.6% |
| Admin fee / account holder | $669 | $5,539-87.9% | $3,998-83.3% | $13,397-95.0% |