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 | $55,468 | $102,966-46.1% | $90,281-38.6% | $152,861-63.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 13.98% | 95.16%-81.2pp | 78.10%-64.1pp | 345.32%-331.3pp |
| Employer contribution / active EE | $1,083 | $3,139-65.5% | $2,854-62.0% | $4,762-77.3% |
| Participant deferral / active EE | $3,463 | $4,281-19.1% | $3,885-10.9% | $5,850-40.8% |
| Admin fee / account holder | $799 | $6,171-87.0% | $5,351-85.1% | $11,596-93.1% |