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 | $20,278 | $104,907-80.7% | $84,611-76.0% | $152,861-86.7% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 29.76% | 373.79%-344.0pp | 258.74%-229.0pp | 345.32%-315.6pp |
| Employer contribution / active EE | $977 | $3,302-70.4% | $2,652-63.2% | $4,762-79.5% |
| Participant deferral / active EE | $4,155 | $4,688-11.4% | $3,899+6.6% | $5,850-29.0% |
| Admin fee / account holder | $944 | $6,241-84.9% | $4,912-80.8% | $11,596-91.9% |