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 | $41,508 | $109,327-62.0% | $89,391-53.6% | $158,922-73.9% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 21.54% | 345.68%-324.1pp | 245.62%-224.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,845 | $3,170-10.3% | $2,586+10.0% | $4,761-40.3% |
| Participant deferral / active EE | $5,338 | $4,598+16.1% | $3,890+37.2% | $5,982-10.8% |
| Admin fee / account holder | $787 | $6,153-87.2% | $4,881-83.9% | $11,246-93.0% |