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 | $12,199 | $101,618-88.0% | $93,063-86.9% | $137,256-91.1% |
| Participation rate | 94.4% | 74.9%+19.5pp | 72.1%+22.3pp | 80.0%+14.5pp |
| Annual return | 76.46% | 223.95%-147.5pp | 34.15%+42.3pp | 220.34%-143.9pp |
| Employer contribution / active EE | $2,117 | $2,707-21.8% | $2,476-14.5% | $4,156-49.1% |
| Participant deferral / active EE | $3,285 | $4,279-23.2% | $3,958-17.0% | $6,407-48.7% |
| Admin fee / account holder | $357 | $6,198-94.2% | $6,033-94.1% | $12,270-97.1% |