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 | $46,235 | $132,634-65.1% | $115,768-60.1% | $137,256-66.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 14.98% | 160.70%-145.7pp | 100.46%-85.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,750 | $3,360-47.9% | $2,940-40.5% | $4,156-57.9% |
| Participant deferral / active EE | $3,825 | $5,619-31.9% | $4,917-22.2% | $6,407-40.3% |
| Admin fee / account holder | $10,981 | $15,028-26.9% | $12,439-11.7% | $12,270-10.5% |