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 | $25,875 | $99,079-73.9% | $77,999-66.8% | $273,961-90.6% |
| Participation rate | 82.6% | 78.6%+4.0pp | 75.5%+7.1pp | 83.0%-0.4pp |
| Annual return | 11.32% | 217.93%-206.6pp | 425.96%-414.6pp | 41.45%-30.1pp |
| Employer contribution / active EE | $7,022 | $3,308+112.3% | $2,470+184.3% | $4,869+44.2% |
| Participant deferral / active EE | $3,802 | $4,306-11.7% | $3,497+8.7% | $5,287-28.1% |
| Admin fee / account holder | $581 | $8,954-93.5% | $5,480-89.4% | $10,132-94.3% |