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 | $46,911 | $209,832-77.6% | $189,513-75.2% | $167,490-72.0% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 13.01% | 748.27%-735.3pp | 555.15%-542.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,489 | $6,914-64.0% | $6,162-59.6% | $4,837-48.6% |
| Participant deferral / active EE | $6,550 | $8,935-26.7% | $8,221-20.3% | $6,341+3.3% |
| Admin fee / account holder | $946 | $14,293-93.4% | $12,045-92.1% | $12,309-92.3% |