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 | $34,596 | $53,127-34.9% | $86,590-60.0% | $70,131-50.7% |
| Participation rate | 92.7% | 65.3%+27.4pp | 73.5%+19.1pp | 69.5%+23.1pp |
| Annual return | 16.34% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,600 | $2,068-22.6% | $2,839-43.6% | $2,342-31.7% |
| Participant deferral / active EE | $5,247 | $2,696+94.6% | $3,609+45.4% | $3,332+57.5% |
| Admin fee / account holder | $864 | $3,585-75.9% | $4,906-82.4% | $4,645-81.4% |