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 | $24,004 | $112,096-78.6% | $95,952-75.0% | $158,922-84.9% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 18.53% | 171.09%-152.6pp | 91.61%-73.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $4,426 | $3,198+38.4% | $2,541+74.2% | $4,761-7.0% |
| Participant deferral / active EE | $5,744 | $4,784+20.1% | $4,167+37.8% | $5,982-4.0% |
| Admin fee / account holder | $382 | $10,130-96.2% | $6,795-94.4% | $11,246-96.6% |