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 | $23,424 | $104,907-77.7% | $84,611-72.3% | $152,861-84.7% |
| Participation rate | 81.8% | 74.8%+7.0pp | 68.2%+13.6pp | 82.4%-0.6pp |
| Annual return | 16.10% | 373.79%-357.7pp | 258.74%-242.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,607 | $3,302+9.3% | $2,652+36.0% | $4,762-24.2% |
| Participant deferral / active EE | $3,623 | $4,688-22.7% | $3,899-7.1% | $5,850-38.1% |
| Admin fee / account holder | $1,435 | $6,241-77.0% | $4,912-70.8% | $11,596-87.6% |