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 | $30,741 | $138,065-77.7% | $123,544-75.1% | $135,375-77.3% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | 19.26% | 153.68%-134.4pp | 119.20%-99.9pp | 519.73%-500.5pp |
| Employer contribution / active EE | $1,975 | $5,151-61.7% | $4,628-57.3% | $4,779-58.7% |
| Participant deferral / active EE | $5,070 | $6,799-25.4% | $6,426-21.1% | $5,609-9.6% |
| Admin fee / account holder | $958 | $10,916-91.2% | $9,284-89.7% | $10,827-91.1% |