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 | $88,788 | $118,680-25.2% | $98,907-10.2% | $158,922-44.1% |
| Participation rate | 84.6% | 77.8%+6.8pp | 76.0%+8.6pp | 82.0%+2.7pp |
| Annual return | 25.00% | 372.35%-347.3pp | 196.43%-171.4pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,476 | $3,333-55.7% | $2,689-45.1% | $4,761-69.0% |
| Participant deferral / active EE | $1,358 | $5,088-73.3% | $4,244-68.0% | $5,982-77.3% |
| Admin fee / account holder | $953 | $10,131-90.6% | $6,642-85.7% | $11,246-91.5% |