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 | $41,504 | $65,561-36.7% | $86,188-51.8% | $75,163-44.8% |
| Participation rate | 84.2% | 60.5%+23.7pp | 69.0%+15.3pp | 67.2%+17.0pp |
| Annual return | 17.95% | 46.05%-28.1pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,716 | $1,553+10.5% | $2,380-27.9% | $2,670-35.7% |
| Participant deferral / active EE | $6,384 | $3,024+111.1% | $3,985+60.2% | $4,125+54.8% |
| Admin fee / account holder | $1,365 | $5,474-75.1% | $6,852-80.1% | $5,651-75.8% |