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 | $17,886 | $107,334-83.3% | $92,893-80.7% | $152,861-88.3% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 23.10% | 145.58%-122.5pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,233 | $4,221-23.4% | $3,653-11.5% | $4,762-32.1% |
| Participant deferral / active EE | $2,785 | $4,845-42.5% | $4,236-34.2% | $5,850-52.4% |
| Admin fee / account holder | $1,996 | $7,079-71.8% | $5,794-65.6% | $11,596-82.8% |