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 | $50,282 | $118,680-57.6% | $98,907-49.2% | $158,922-68.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 12.83% | 372.35%-359.5pp | 196.43%-183.6pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,118 | $3,333-66.5% | $2,689-58.4% | $4,761-76.5% |
| Participant deferral / active EE | $2,641 | $5,088-48.1% | $4,244-37.8% | $5,982-55.8% |
| Admin fee / account holder | $1,964 | $10,131-80.6% | $6,642-70.4% | $11,246-82.5% |