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 | $34,829 | $102,616-66.1% | $81,983-57.5% | $158,922-78.1% |
| Participation rate | 93.8% | 75.5%+18.2pp | 69.2%+24.5pp | 82.0%+11.8pp |
| Annual return | 15.13% | 61.04%-45.9pp | 41.31%-26.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $5,938 | $3,240+83.3% | $2,498+137.7% | $4,761+24.7% |
| Participant deferral / active EE | $6,493 | $4,648+39.7% | $3,722+74.4% | $5,982+8.5% |
| Admin fee / account holder | $1,868 | $8,235-77.3% | $5,664-67.0% | $11,246-83.4% |