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 | $25,838 | $81,632-68.3% | $70,449-63.3% | $158,922-83.7% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+9.0pp |
| Annual return | 20.78% | 208.40%-187.6pp | 109.03%-88.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,505 | $3,217-53.2% | $2,737-45.0% | $4,761-68.4% |
| Participant deferral / active EE | $2,236 | $4,554-50.9% | $3,709-39.7% | $5,982-62.6% |
| Admin fee / account holder | $419 | $6,193-93.2% | $3,845-89.1% | $11,246-96.3% |