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 | $37,196 | $63,346-41.3% | $92,233-59.7% | $70,131-47.0% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 20.85% | 530.12%-509.3pp | 176.28%-155.4pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,788 | $2,471-27.6% | $3,679-51.4% | $2,342-23.7% |
| Participant deferral / active EE | $4,259 | $2,854+49.2% | $3,897+9.3% | $3,332+27.8% |
| Admin fee / account holder | $863 | $3,840-77.5% | $5,194-83.4% | $4,645-81.4% |