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 | $33,689 | $63,346-46.8% | $92,233-63.5% | $70,131-52.0% |
| Participation rate | 96.4% | 68.7%+27.7pp | 76.5%+19.9pp | 69.5%+26.8pp |
| Annual return | 18.96% | 530.12%-511.2pp | 176.28%-157.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,701 | $2,471+9.3% | $3,679-26.6% | $2,342+15.3% |
| Participant deferral / active EE | $1,479 | $2,854-48.2% | $3,897-62.0% | $3,332-55.6% |
| Admin fee / account holder | $466 | $3,840-87.9% | $5,194-91.0% | $4,645-90.0% |