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 | $49,763 | $109,904-54.7% | $97,167-48.8% | $145,959-65.9% |
| Participation rate | 95.2% | 75.9%+19.3pp | 72.7%+22.6pp | 80.3%+15.0pp |
| Annual return | 13.89% | 243.43%-229.5pp | 75.27%-61.4pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,583 | $3,084-16.3% | $2,729-5.4% | $4,661-44.6% |
| Participant deferral / active EE | $3,221 | $4,676-31.1% | $4,264-24.4% | $6,689-51.8% |
| Admin fee / account holder | $311 | $6,216-95.0% | $5,650-94.5% | $13,398-97.7% |