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 | $73,241 | $114,047-35.8% | $96,139-23.8% | $167,490-56.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 17.01% | 189.88%-172.9pp | 191.94%-174.9pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,923 | $3,427-43.9% | $2,797-31.2% | $4,837-60.2% |
| Participant deferral / active EE | $4,658 | $5,194-10.3% | $4,349+7.1% | $6,341-26.5% |
| Admin fee / account holder | $2,979 | $6,897-56.8% | $5,537-46.2% | $12,309-75.8% |