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 | $47,299 | $102,966-54.1% | $90,281-47.6% | $152,861-69.1% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.4%-9.1pp |
| Annual return | 17.56% | 95.16%-77.6pp | 78.10%-60.5pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,727 | $3,139-45.0% | $2,854-39.5% | $4,762-63.7% |
| Participant deferral / active EE | $6,926 | $4,281+61.8% | $3,885+78.3% | $5,850+18.4% |
| Admin fee / account holder | $1,255 | $6,171-79.7% | $5,351-76.6% | $11,596-89.2% |