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 | $35,103 | $63,346-44.6% | $92,233-61.9% | $70,131-49.9% |
| Participation rate | 97.6% | 68.7%+28.9pp | 76.5%+21.1pp | 69.5%+28.0pp |
| Annual return | 14.49% | 530.12%-515.6pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,158 | $2,471-53.1% | $3,679-68.5% | $2,342-50.6% |
| Participant deferral / active EE | $2,237 | $2,854-21.6% | $3,897-42.6% | $3,332-32.8% |
| Admin fee / account holder | $396 | $3,840-89.7% | $5,194-92.4% | $4,645-91.5% |