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 | $52,001 | $100,041-48.0% | $149,718-65.3% | $70,131-25.9% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.1%+3.8pp | 69.5%+21.4pp |
| Annual return | 33.46% | 27.43%+6.0pp | 1501.63%-1468.2pp | 73.14%-39.7pp |
| Employer contribution / active EE | $2,063 | $3,662-43.7% | $5,445-62.1% | $2,342-11.9% |
| Participant deferral / active EE | $4,721 | $4,983-5.3% | $6,569-28.1% | $3,332+41.7% |
| Admin fee / account holder | $420 | $8,286-94.9% | $11,283-96.3% | $4,645-90.9% |