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 | $34,932 | $63,346-44.9% | $92,233-62.1% | $70,131-50.2% |
| Participation rate | 81.8% | 68.7%+13.1pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 14.18% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,433 | $2,471-42.0% | $3,679-61.1% | $2,342-38.8% |
| Participant deferral / active EE | $2,097 | $2,854-26.5% | $3,897-46.2% | $3,332-37.1% |
| Admin fee / account holder | $307 | $3,840-92.0% | $5,194-94.1% | $4,645-93.4% |