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 | $43,121 | $121,625-64.5% | $104,607-58.8% | $158,922-72.9% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 11.12% | 465.26%-454.1pp | 340.46%-329.3pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,707 | $3,163-46.0% | $2,681-36.3% | $4,761-64.1% |
| Participant deferral / active EE | $4,678 | $4,177+12.0% | $3,740+25.1% | $5,982-21.8% |
| Admin fee / account holder | $482 | $7,787-93.8% | $6,473-92.5% | $11,246-95.7% |