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 | $40,335 | $123,909-67.4% | $69,647-42.1% | $145,922-72.4% |
| Participation rate | 82.6% | 69.2%+13.4pp | 66.5%+16.2pp | 80.3%+2.3pp |
| Annual return | 15.65% | 190.55%-174.9pp | 100.48%-84.8pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,116 | $2,682-58.4% | $1,712-34.8% | $4,660-76.0% |
| Participant deferral / active EE | $2,641 | $4,236-37.7% | $2,886-8.5% | $6,688-60.5% |
| Admin fee / account holder | $1,147 | $7,863-85.4% | $4,713-75.7% | $13,397-91.4% |