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 | $35,268 | $63,346-44.3% | $92,233-61.8% | $70,131-49.7% |
| Participation rate | 96.9% | 68.7%+28.2pp | 76.5%+20.4pp | 69.5%+27.3pp |
| Annual return | 16.10% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $6,305 | $2,471+155.1% | $3,679+71.4% | $2,342+169.2% |
| Participant deferral / active EE | $4,084 | $2,854+43.1% | $3,897+4.8% | $3,332+22.6% |
| Admin fee / account holder | $1,371 | $3,840-64.3% | $5,194-73.6% | $4,645-70.5% |