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 | $35,347 | $85,202-58.5% | $172,739-79.5% | $72,985-51.6% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.6%+14.7pp | 69.5%+27.8pp |
| Annual return | 25.33% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,453 | $3,324-56.3% | $5,143-71.7% | $2,440-40.4% |
| Participant deferral / active EE | $2,877 | $3,260-11.7% | $5,198-44.6% | $3,607-20.2% |
| Admin fee / account holder | $10,209 | $5,884+73.5% | $13,954-26.8% | $5,124+99.2% |