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 | $20,008 | $109,982-81.8% | $97,226-79.4% | $145,922-86.3% |
| Participation rate | 89.5% | 75.9%+13.5pp | 72.7%+16.8pp | 80.3%+9.2pp |
| Annual return | 12.49% | 242.90%-230.4pp | 75.13%-62.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,263 | $3,084+5.8% | $2,729+19.6% | $4,660-30.0% |
| Participant deferral / active EE | $8,478 | $4,676+81.3% | $4,264+98.8% | $6,688+26.8% |
| Admin fee / account holder | $686 | $6,221-89.0% | $5,654-87.9% | $13,397-94.9% |