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 | $40,011 | $100,773-60.3% | $88,946-55.0% | $142,382-71.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 14.35% | 70.18%-55.8pp | 57.82%-43.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $900 | $2,918-69.2% | $2,555-64.8% | $4,299-79.1% |
| Participant deferral / active EE | $1,800 | $5,230-65.6% | $4,581-60.7% | $6,507-72.3% |
| Admin fee / account holder | $595 | $9,693-93.9% | $8,261-92.8% | $12,624-95.3% |