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 | $38,037 | $63,346-40.0% | $92,233-58.8% | $70,131-45.8% |
| Participation rate | 82.5% | 68.7%+13.8pp | 76.5%+6.0pp | 69.5%+13.0pp |
| Annual return | 13.07% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $850 | $2,471-65.6% | $3,679-76.9% | $2,342-63.7% |
| Participant deferral / active EE | $2,489 | $2,854-12.8% | $3,897-36.1% | $3,332-25.3% |
| Admin fee / account holder | $1,285 | $3,840-66.5% | $5,194-75.3% | $4,645-72.3% |