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 | $37,226 | $109,982-66.2% | $97,226-61.7% | $145,922-74.5% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 11.21% | 242.90%-231.7pp | 75.13%-63.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,586 | $3,084-48.6% | $2,729-41.9% | $4,660-66.0% |
| Participant deferral / active EE | $2,303 | $4,676-50.7% | $4,264-46.0% | $6,688-65.6% |
| Admin fee / account holder | $839 | $6,221-86.5% | $5,654-85.2% | $13,397-93.7% |