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 | $48,302 | $63,346-23.7% | $92,233-47.6% | $70,131-31.1% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 13.04% | 530.12%-517.1pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,563 | $2,471-36.7% | $3,679-57.5% | $2,342-33.3% |
| Participant deferral / active EE | $2,707 | $2,854-5.1% | $3,897-30.5% | $3,332-18.8% |
| Admin fee / account holder | $942 | $3,840-75.5% | $5,194-81.9% | $4,645-79.7% |