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 | $31,426 | $85,202-63.1% | $172,739-81.8% | $72,985-56.9% |
| Participation rate | 83.3% | 70.1%+13.3pp | 82.6%+0.7pp | 69.5%+13.8pp |
| Annual return | 26.67% | 27.32%-0.7pp | 802.84%-776.2pp | 81.00%-54.3pp |
| Employer contribution / active EE | $2,839 | $3,324-14.6% | $5,143-44.8% | $2,440+16.3% |
| Participant deferral / active EE | $3,833 | $3,260+17.6% | $5,198-26.2% | $3,607+6.3% |
| Admin fee / account holder | $791 | $5,884-86.6% | $13,954-94.3% | $5,124-84.6% |