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 | $31,356 | $107,334-70.8% | $92,893-66.2% | $152,861-79.5% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.4%+5.8pp |
| Annual return | 20.71% | 145.58%-124.9pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,188 | $4,221-48.2% | $3,653-40.1% | $4,762-54.1% |
| Participant deferral / active EE | $3,908 | $4,845-19.3% | $4,236-7.8% | $5,850-33.2% |
| Admin fee / account holder | $300 | $7,079-95.8% | $5,794-94.8% | $11,596-97.4% |