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 | $33,035 | $102,966-67.9% | $90,281-63.4% | $152,861-78.4% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | 20.79% | 95.16%-74.4pp | 78.10%-57.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,201 | $3,139-29.9% | $2,854-22.9% | $4,762-53.8% |
| Participant deferral / active EE | $2,997 | $4,281-30.0% | $3,885-22.9% | $5,850-48.8% |
| Admin fee / account holder | $320 | $6,171-94.8% | $5,351-94.0% | $11,596-97.2% |