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 | $28,820 | $107,334-73.1% | $92,893-69.0% | $152,861-81.1% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.4%+7.0pp |
| Annual return | 25.12% | 145.58%-120.5pp | 109.41%-84.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,990 | $4,221-52.9% | $3,653-45.5% | $4,762-58.2% |
| Participant deferral / active EE | $5,918 | $4,845+22.1% | $4,236+39.7% | $5,850+1.2% |
| Admin fee / account holder | $856 | $7,079-87.9% | $5,794-85.2% | $11,596-92.6% |