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 | $22,655 | $107,934-79.0% | $91,989-75.4% | $152,861-85.2% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.4%+8.5pp |
| Annual return | 25.19% | 89.24%-64.1pp | 69.02%-43.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,842 | $4,210-32.5% | $3,452-17.7% | $4,762-40.3% |
| Participant deferral / active EE | $5,540 | $6,364-12.9% | $5,923-6.5% | $5,850-5.3% |
| Admin fee / account holder | $1,178 | $10,520-88.8% | $7,743-84.8% | $11,596-89.8% |