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 5-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 | $34,249 | $114,381-70.1% | $107,525-68.1% | $142,382-75.9% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 109.69% | 242.71%-133.0pp | 181.32%-71.6pp | 217.08%-107.4pp |
| Employer contribution / active EE | $2,243 | $4,015-44.1% | $3,754-40.2% | $4,299-47.8% |
| Participant deferral / active EE | $3,559 | $5,564-36.0% | $5,116-30.4% | $6,507-45.3% |
| Admin fee / account holder | $910 | $9,860-90.8% | $8,919-89.8% | $12,624-92.8% |