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 | $47,556 | $107,334-55.7% | $92,893-48.8% | $152,861-68.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 20.11% | 145.58%-125.5pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,794 | $4,221-57.5% | $3,653-50.9% | $4,762-62.3% |
| Participant deferral / active EE | $1,843 | $4,845-62.0% | $4,236-56.5% | $5,850-68.5% |
| Admin fee / account holder | $1,135 | $7,079-84.0% | $5,794-80.4% | $11,596-90.2% |