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 | $34,912 | $114,047-69.4% | $96,139-63.7% | $167,490-79.2% |
| Participation rate | 86.4% | 75.1%+11.3pp | 68.4%+17.9pp | 82.1%+4.3pp |
| Annual return | 13.15% | 189.88%-176.7pp | 191.94%-178.8pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,691 | $3,427-21.5% | $2,797-3.8% | $4,837-44.4% |
| Participant deferral / active EE | $3,936 | $5,194-24.2% | $4,349-9.5% | $6,341-37.9% |
| Admin fee / account holder | $1,806 | $6,897-73.8% | $5,537-67.4% | $12,309-85.3% |