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 | $47,288 | $209,411-77.4% | $178,490-73.5% | $158,922-70.2% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 8.15% | 188.75%-180.6pp | 151.07%-142.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $12,534 | $5,706+119.6% | $5,011+150.2% | $4,761+163.3% |
| Participant deferral / active EE | $7,943 | $5,954+33.4% | $5,202+52.7% | $5,982+32.8% |
| Admin fee / account holder | $5,015 | $17,074-70.6% | $13,984-64.1% | $11,246-55.4% |