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 | $50,706 | $106,890-52.6% | $84,015-39.6% | $152,861-66.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 15.65% | 104.99%-89.3pp | 71.31%-55.7pp | 345.32%-329.7pp |
| Employer contribution / active EE | $759 | $2,734-72.2% | $1,983-61.7% | $4,762-84.1% |
| Participant deferral / active EE | $1,484 | $4,011-63.0% | $3,239-54.2% | $5,850-74.6% |
| Admin fee / account holder | $1,138 | $8,285-86.3% | $6,101-81.3% | $11,596-90.2% |