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 | $36,816 | $99,079-62.8% | $77,999-52.8% | $273,961-86.6% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.5%+16.8pp | 83.0%+9.3pp |
| Annual return | 11.93% | 217.93%-206.0pp | 425.96%-414.0pp | 41.45%-29.5pp |
| Employer contribution / active EE | $2,272 | $3,308-31.3% | $2,470-8.0% | $4,869-53.3% |
| Participant deferral / active EE | $6,328 | $4,306+47.0% | $3,497+81.0% | $5,287+19.7% |
| Admin fee / account holder | $2,623 | $8,954-70.7% | $5,480-52.1% | $10,132-74.1% |