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 | $34,206 | $49,922-31.5% | $80,569-57.5% | $75,163-54.5% |
| Participation rate | 74.5% | 55.3%+19.2pp | 67.0%+7.5pp | 67.2%+7.3pp |
| Annual return | 20.13% | 34.69%-14.6pp | 935.43%-915.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $3,207 | $1,698+88.8% | $2,723+17.7% | $2,670+20.1% |
| Participant deferral / active EE | $4,728 | $2,990+58.1% | $4,447+6.3% | $4,125+14.6% |
| Admin fee / account holder | $770 | $3,577-78.5% | $5,377-85.7% | $5,651-86.4% |