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 | $38,553 | $121,625-68.3% | $104,607-63.1% | $158,922-75.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.51% | 465.26%-453.8pp | 340.46%-329.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,083 | $3,163-65.8% | $2,681-59.6% | $4,761-77.3% |
| Participant deferral / active EE | $2,702 | $4,177-35.3% | $3,740-27.7% | $5,982-54.8% |
| Admin fee / account holder | $714 | $7,787-90.8% | $6,473-89.0% | $11,246-93.7% |