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 | $26,521 | $114,047-76.7% | $96,139-72.4% | $167,490-84.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 10.67% | 189.88%-179.2pp | 191.94%-181.3pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,291 | $3,427-62.3% | $2,797-53.8% | $4,837-73.3% |
| Participant deferral / active EE | $2,202 | $5,194-57.6% | $4,349-49.4% | $6,341-65.3% |
| Admin fee / account holder | $333 | $6,897-95.2% | $5,537-94.0% | $12,309-97.3% |