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 | $28,101 | $63,346-55.6% | $92,233-69.5% | $70,131-59.9% |
| Participation rate | 94.1% | 68.7%+25.4pp | 76.5%+17.6pp | 69.5%+24.6pp |
| Annual return | 25.59% | 530.12%-504.5pp | 176.28%-150.7pp | 73.14%-47.5pp |
| Employer contribution / active EE | $3,005 | $2,471+21.6% | $3,679-18.3% | $2,342+28.3% |
| Participant deferral / active EE | $5,976 | $2,854+109.4% | $3,897+53.4% | $3,332+79.4% |
| Admin fee / account holder | $868 | $3,840-77.4% | $5,194-83.3% | $4,645-81.3% |