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 | $81,302 | $118,680-31.5% | $98,907-17.8% | $158,922-48.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 13.25% | 372.35%-359.1pp | 196.43%-183.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,971 | $3,333-40.9% | $2,689-26.7% | $4,761-58.6% |
| Participant deferral / active EE | $2,657 | $5,088-47.8% | $4,244-37.4% | $5,982-55.6% |
| Admin fee / account holder | $1,964 | $10,131-80.6% | $6,642-70.4% | $11,246-82.5% |