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 | $43,972 | $68,346-35.7% | $94,646-53.5% | $75,163-41.5% |
| Participation rate | 87.9% | 76.1%+11.8pp | 80.8%+7.1pp | 67.2%+20.7pp |
| Annual return | 22.71% | 616.93%-594.2pp | 156.71%-134.0pp | 160.62%-137.9pp |
| Employer contribution / active EE | $557 | $2,701-79.4% | $3,672-84.8% | $2,670-79.1% |
| Participant deferral / active EE | $3,236 | $6,537-50.5% | $7,418-56.4% | $4,125-21.5% |
| Admin fee / account holder | $1,088 | $5,326-79.6% | $7,231-85.0% | $5,651-80.7% |