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 | $24,924 | $109,327-77.2% | $89,391-72.1% | $158,922-84.3% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.0%+14.4pp | 82.0%+0.4pp |
| Annual return | 14.83% | 345.68%-330.9pp | 245.62%-230.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,601 | $3,170-49.5% | $2,586-38.1% | $4,761-66.4% |
| Participant deferral / active EE | $4,706 | $4,598+2.3% | $3,890+21.0% | $5,982-21.3% |
| Admin fee / account holder | $386 | $6,153-93.7% | $4,881-92.1% | $11,246-96.6% |