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 | $40,331 | $27,915+44.5% | $58,482-31.0% | $75,163-46.3% |
| Participation rate | 74.5% | 38.8%+35.6pp | 50.9%+23.6pp | 67.2%+7.3pp |
| Annual return | 16.12% | 44.20%-28.1pp | 4239.32%-4223.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $873 | $669+30.6% | $1,053-17.1% | $2,670-67.3% |
| Participant deferral / active EE | $2,046 | $1,201+70.3% | $1,924+6.3% | $4,125-50.4% |
| Admin fee / account holder | $3,320 | $1,726+92.4% | $2,516+31.9% | $5,651-41.3% |