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 | $55,448 | $72,071-23.1% | $68,368-18.9% | $137,256-59.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 16.27% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,423 | $2,788-49.0% | $2,649-46.3% | $4,156-65.8% |
| Participant deferral / active EE | $3,279 | $4,410-25.6% | $4,123-20.5% | $6,407-48.8% |
| Admin fee / account holder | $1,017 | $5,336-80.9% | $5,150-80.3% | $12,270-91.7% |