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 | $28,577 | $107,334-73.4% | $92,893-69.2% | $152,861-81.3% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.4%+5.8pp |
| Annual return | 27.10% | 145.58%-118.5pp | 109.41%-82.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $819 | $4,221-80.6% | $3,653-77.6% | $4,762-82.8% |
| Participant deferral / active EE | $6,614 | $4,845+36.5% | $4,236+56.1% | $5,850+13.1% |
| Admin fee / account holder | $2,692 | $7,079-62.0% | $5,794-53.5% | $11,596-76.8% |