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 | $34,497 | $63,346-45.5% | $92,233-62.6% | $70,131-50.8% |
| Participation rate | 98.3% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.8pp |
| Annual return | 13.03% | 530.12%-517.1pp | 176.28%-163.3pp | 73.14%-60.1pp |
| Employer contribution / active EE | $4,025 | $2,471+62.9% | $3,679+9.4% | $2,342+71.8% |
| Participant deferral / active EE | $5,288 | $2,854+85.3% | $3,897+35.7% | $3,332+58.7% |
| Admin fee / account holder | $3,376 | $3,840-12.1% | $5,194-35.0% | $4,645-27.3% |