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 | $44,138 | $109,817-59.8% | $98,442-55.2% | $167,490-73.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 9.34% | 1956.69%-1947.4pp | 1492.73%-1483.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $338 | $3,224-89.5% | $2,960-88.6% | $4,837-93.0% |
| Participant deferral / active EE | $2,650 | $4,673-43.3% | $4,276-38.0% | $6,341-58.2% |
| Admin fee / account holder | $1,074 | $6,753-84.1% | $5,949-82.0% | $12,309-91.3% |