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 | $39,255 | $68,346-42.6% | $94,646-58.5% | $75,163-47.8% |
| Participation rate | 89.7% | 76.1%+13.6pp | 80.8%+8.9pp | 67.2%+22.5pp |
| Annual return | 19.30% | 616.93%-597.6pp | 156.71%-137.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $694 | $2,701-74.3% | $3,672-81.1% | $2,670-74.0% |
| Participant deferral / active EE | $7,316 | $6,537+11.9% | $7,418-1.4% | $4,125+77.4% |
| Admin fee / account holder | $5,497 | $5,326+3.2% | $7,231-24.0% | $5,651-2.7% |