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 | $25,564 | $232,540-89.0% | $185,117-86.2% | $147,584-82.7% |
| Participation rate | 94.1% | 82.4%+11.8pp | 77.3%+16.9pp | 82.8%+11.3pp |
| Annual return | 14.95% | 43.03%-28.1pp | 40.50%-25.6pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,689 | $5,195-67.5% | $4,182-59.6% | $4,876-65.4% |
| Participant deferral / active EE | $2,814 | $5,834-51.8% | $5,045-44.2% | $5,439-48.3% |
| Admin fee / account holder | $475 | $10,275-95.4% | $8,159-94.2% | $10,885-95.6% |