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 | $44,239 | $100,041-55.8% | $149,718-70.5% | $70,131-36.9% |
| Participation rate | 78.7% | 83.6%-4.9pp | 87.1%-8.4pp | 69.5%+9.1pp |
| Annual return | 38.11% | 27.43%+10.7pp | 1501.63%-1463.5pp | 73.14%-35.0pp |
| Employer contribution / active EE | $2,164 | $3,662-40.9% | $5,445-60.3% | $2,342-7.6% |
| Participant deferral / active EE | $5,911 | $4,983+18.6% | $6,569-10.0% | $3,332+77.4% |
| Admin fee / account holder | $1,714 | $8,286-79.3% | $11,283-84.8% | $4,645-63.1% |