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 | $72,055 | $109,817-34.4% | $98,442-26.8% | $167,490-57.0% |
| Participation rate | 72.7% | 75.8%-3.1pp | 73.3%-0.6pp | 82.1%-9.4pp |
| Annual return | 19.17% | 1956.69%-1937.5pp | 1492.73%-1473.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $708 | $3,224-78.0% | $2,960-76.1% | $4,837-85.4% |
| Participant deferral / active EE | $4,406 | $4,673-5.7% | $4,276+3.0% | $6,341-30.5% |
| Admin fee / account holder | $2,089 | $6,753-69.1% | $5,949-64.9% | $12,309-83.0% |