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 | $38,226 | $112,881-66.1% | $90,951-58.0% | $158,922-75.9% |
| Participation rate | 77.3% | 74.7%+2.5pp | 69.0%+8.3pp | 82.0%-4.7pp |
| Annual return | 8.01% | 215.79%-207.8pp | 134.60%-126.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,723 | $2,893-40.4% | $2,122-18.8% | $4,761-63.8% |
| Participant deferral / active EE | $1,111 | $4,128-73.1% | $3,373-67.0% | $5,982-81.4% |
| Admin fee / account holder | $680 | $8,041-91.5% | $5,959-88.6% | $11,246-94.0% |