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 | $27,769 | $116,175-76.1% | $93,606-70.3% | $152,861-81.8% |
| Participation rate | 92.9% | 78.0%+14.8pp | 75.8%+17.0pp | 82.4%+10.4pp |
| Annual return | 29.56% | 35.96%-6.4pp | 32.76%-3.2pp | 345.32%-315.8pp |
| Employer contribution / active EE | $1,474 | $3,218-54.2% | $2,718-45.8% | $4,762-69.0% |
| Participant deferral / active EE | $3,742 | $4,603-18.7% | $4,069-8.0% | $5,850-36.0% |
| Admin fee / account holder | $620 | $10,748-94.2% | $7,888-92.1% | $11,596-94.7% |