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 | $34,152 | $53,516-36.2% | $126,539-73.0% | $84,808-59.7% |
| Participation rate | 82.2% | 58.2%+24.0pp | 69.8%+12.4pp | 68.3%+13.9pp |
| Annual return | 34.95% | 58.34%-23.4pp | 425.95%-391.0pp | 40.90%-5.9pp |
| Employer contribution / active EE | $2,853 | $1,535+85.9% | $3,674-22.3% | $2,631+8.4% |
| Participant deferral / active EE | $4,551 | $2,671+70.4% | $4,083+11.5% | $4,212+8.1% |
| Admin fee / account holder | $886 | $4,497-80.3% | $6,065-85.4% | $7,344-87.9% |