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 | $48,441 | $133,922-63.8% | $116,228-58.3% | $142,382-66.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 14.75% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,647 | $3,446-52.2% | $2,994-45.0% | $4,299-61.7% |
| Participant deferral / active EE | $3,031 | $5,672-46.6% | $4,953-38.8% | $6,507-53.4% |
| Admin fee / account holder | $2,395 | $14,945-84.0% | $11,989-80.0% | $12,624-81.0% |