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 | $51,701 | $57,354-9.9% | $83,848-38.3% | $64,186-19.5% |
| Participation rate | 96.8% | 68.6%+28.2pp | 76.1%+20.6pp | 69.6%+27.2pp |
| Annual return | 9.20% | 11.38%-2.2pp | 850.88%-841.7pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,189 | $2,545-53.3% | $3,631-67.2% | $2,381-50.0% |
| Participant deferral / active EE | $1,613 | $2,993-46.1% | $4,082-60.5% | $3,470-53.5% |
| Admin fee / account holder | $2,327 | $4,046-42.5% | $5,478-57.5% | $4,888-52.4% |