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 | $22,987 | $99,652-76.9% | $78,778-70.8% | $147,584-84.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 22.42% | 47.28%-24.9pp | 35.62%-13.2pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,032 | $2,796-27.3% | $1,986+2.3% | $4,876-58.3% |
| Participant deferral / active EE | $3,060 | $3,664-16.5% | $2,958+3.5% | $5,439-43.7% |
| Admin fee / account holder | $1,286 | $7,155-82.0% | $5,134-74.9% | $10,885-88.2% |