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 | $30,699 | $99,079-69.0% | $77,999-60.6% | $273,961-88.8% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.5%+11.1pp | 83.0%+3.7pp |
| Annual return | 9.23% | 217.93%-208.7pp | 425.96%-416.7pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,001 | $3,308-69.7% | $2,470-59.5% | $4,869-79.4% |
| Participant deferral / active EE | $2,754 | $4,306-36.1% | $3,497-21.3% | $5,287-47.9% |
| Admin fee / account holder | $834 | $8,954-90.7% | $5,480-84.8% | $10,132-91.8% |