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 | $37,280 | $118,849-68.6% | $96,562-61.4% | $167,490-77.7% |
| Participation rate | 73.3% | 75.5%-2.1pp | 69.8%+3.5pp | 82.1%-8.8pp |
| Annual return | 15.74% | 50.49%-34.7pp | 37.78%-22.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,222 | $3,120-60.8% | $2,356-48.1% | $4,837-74.7% |
| Participant deferral / active EE | $1,768 | $4,616-61.7% | $3,849-54.1% | $6,341-72.1% |
| Admin fee / account holder | $563 | $8,065-93.0% | $6,181-90.9% | $12,309-95.4% |