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 | $43,384 | $109,327-60.3% | $89,391-51.5% | $158,922-72.7% |
| Participation rate | 73.7% | 74.3%-0.6pp | 68.0%+5.7pp | 82.0%-8.3pp |
| Annual return | 10.11% | 345.68%-335.6pp | 245.62%-235.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,376 | $3,170-56.6% | $2,586-46.8% | $4,761-71.1% |
| Participant deferral / active EE | $2,342 | $4,598-49.1% | $3,890-39.8% | $5,982-60.9% |
| Admin fee / account holder | $3,833 | $6,153-37.7% | $4,881-21.5% | $11,246-65.9% |