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 | $55,887 | $118,680-52.9% | $98,907-43.5% | $158,922-64.8% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 24.96% | 372.35%-347.4pp | 196.43%-171.5pp | 302.83%-277.9pp |
| Employer contribution / active EE | $1,417 | $3,333-57.5% | $2,689-47.3% | $4,761-70.2% |
| Participant deferral / active EE | $3,134 | $5,088-38.4% | $4,244-26.2% | $5,982-47.6% |
| Admin fee / account holder | $2,771 | $10,131-72.6% | $6,642-58.3% | $11,246-75.4% |