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 | $35,084 | $112,096-68.7% | $95,952-63.4% | $158,922-77.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 13.66% | 171.09%-157.4pp | 91.61%-77.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,723 | $3,198-46.1% | $2,541-32.2% | $4,761-63.8% |
| Participant deferral / active EE | $3,051 | $4,784-36.2% | $4,167-26.8% | $5,982-49.0% |
| Admin fee / account holder | $427 | $10,130-95.8% | $6,795-93.7% | $11,246-96.2% |