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 | $36,343 | $99,079-63.3% | $77,999-53.4% | $273,961-86.7% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.5%+15.4pp | 83.0%+7.9pp |
| Annual return | 11.48% | 217.93%-206.5pp | 425.96%-414.5pp | 41.45%-30.0pp |
| Employer contribution / active EE | $2,576 | $3,308-22.1% | $2,470+4.3% | $4,869-47.1% |
| Participant deferral / active EE | $8,612 | $4,306+100.0% | $3,497+146.3% | $5,287+62.9% |
| Admin fee / account holder | $1,524 | $8,954-83.0% | $5,480-72.2% | $10,132-85.0% |