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 | $19,600 | $65,561-70.1% | $86,188-77.3% | $75,163-73.9% |
| Participation rate | 96.2% | 60.5%+35.7pp | 69.0%+27.2pp | 67.2%+29.0pp |
| Annual return | 19.75% | 46.05%-26.3pp | 1168.45%-1148.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,549 | $1,553-0.2% | $2,380-34.9% | $2,670-42.0% |
| Participant deferral / active EE | $5,341 | $3,024+76.6% | $3,985+34.0% | $4,125+29.5% |
| Admin fee / account holder | $709 | $5,474-87.1% | $6,852-89.7% | $5,651-87.5% |