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 | $109,982-54.8% | $97,226-48.8% | $145,922-65.9% |
| Participation rate | 95.2% | 75.9%+19.3pp | 72.7%+22.6pp | 80.3%+15.0pp |
| Annual return | 13.89% | 242.90%-229.0pp | 75.13%-61.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,583 | $3,084-16.3% | $2,729-5.4% | $4,660-44.6% |
| Participant deferral / active EE | $3,221 | $4,676-31.1% | $4,264-24.5% | $6,688-51.8% |
| Admin fee / account holder | $311 | $6,221-95.0% | $5,654-94.5% | $13,397-97.7% |