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 | $19,926 | $102,616-80.6% | $81,983-75.7% | $158,922-87.5% |
| Participation rate | 70.6% | 75.5%-4.9pp | 69.2%+1.3pp | 82.0%-11.4pp |
| Annual return | 23.41% | 61.04%-37.6pp | 41.31%-17.9pp | 302.83%-279.4pp |
| Employer contribution / active EE | $2,380 | $3,240-26.6% | $2,498-4.7% | $4,761-50.0% |
| Participant deferral / active EE | $4,014 | $4,648-13.7% | $3,722+7.8% | $5,982-32.9% |
| Admin fee / account holder | $523 | $8,235-93.7% | $5,664-90.8% | $11,246-95.4% |