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 | $31,576 | $105,998-70.2% | $92,233-65.8% | $147,584-78.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 15.13% | 50.05%-34.9pp | 176.28%-161.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,716 | $4,333-60.4% | $3,679-53.4% | $4,876-64.8% |
| Participant deferral / active EE | $4,449 | $4,478-0.6% | $3,897+14.2% | $5,439-18.2% |
| Admin fee / account holder | $700 | $6,332-89.0% | $5,194-86.5% | $10,885-93.6% |