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 | $24,802 | $149,040-83.4% | $120,225-79.4% | $137,256-81.9% |
| Participation rate | 82.4% | 75.4%+6.9pp | 69.6%+12.8pp | 80.0%+2.4pp |
| Annual return | 16.51% | 605.68%-589.2pp | 439.23%-422.7pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,495 | $4,350-65.6% | $3,475-57.0% | $4,156-64.0% |
| Participant deferral / active EE | $2,069 | $4,655-55.6% | $3,999-48.3% | $6,407-67.7% |
| Admin fee / account holder | $1,742 | $6,348-72.6% | $5,696-69.4% | $12,270-85.8% |