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 | $37,217 | $114,047-67.4% | $96,139-61.3% | $167,490-77.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 13.05% | 189.88%-176.8pp | 191.94%-178.9pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,082 | $3,427-39.3% | $2,797-25.6% | $4,837-57.0% |
| Participant deferral / active EE | $4,644 | $5,194-10.6% | $4,349+6.8% | $6,341-26.8% |
| Admin fee / account holder | $4,102 | $6,897-40.5% | $5,537-25.9% | $12,309-66.7% |