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 | $33,430 | $85,202-60.8% | $172,739-80.6% | $72,985-54.2% |
| Participation rate | 91.1% | 70.1%+21.0pp | 82.6%+8.4pp | 69.5%+21.6pp |
| Annual return | 25.62% | 27.32%-1.7pp | 802.84%-777.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,478 | $3,324-55.5% | $5,143-71.3% | $2,440-39.4% |
| Participant deferral / active EE | $2,425 | $3,260-25.6% | $5,198-53.3% | $3,607-32.8% |
| Admin fee / account holder | $699 | $5,884-88.1% | $13,954-95.0% | $5,124-86.4% |