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 | $33,271 | $74,888-55.6% | $71,209-53.3% | $142,382-76.6% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 17.12% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,502 | $2,854-12.3% | $2,721-8.0% | $4,299-41.8% |
| Participant deferral / active EE | $5,077 | $4,454+14.0% | $4,175+21.6% | $6,507-22.0% |
| Admin fee / account holder | $4,878 | $5,568-12.4% | $5,349-8.8% | $12,624-61.4% |