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 | $28,260 | $104,907-73.1% | $84,611-66.6% | $152,861-81.5% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 19.99% | 373.79%-353.8pp | 258.74%-238.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,085 | $3,302-36.8% | $2,652-21.4% | $4,762-56.2% |
| Participant deferral / active EE | $4,077 | $4,688-13.0% | $3,899+4.6% | $5,850-30.3% |
| Admin fee / account holder | $1,042 | $6,241-83.3% | $4,912-78.8% | $11,596-91.0% |