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 | $39,623 | $85,202-53.5% | $172,739-77.1% | $72,985-45.7% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 20.41% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,875 | $3,324-13.5% | $5,143-44.1% | $2,440+17.9% |
| Participant deferral / active EE | $6,136 | $3,260+88.2% | $5,198+18.1% | $3,607+70.1% |
| Admin fee / account holder | $987 | $5,884-83.2% | $13,954-92.9% | $5,124-80.7% |