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 | $26,187 | $107,334-75.6% | $92,893-71.8% | $152,861-82.9% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.4%+8.9pp |
| Annual return | 26.23% | 145.58%-119.4pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,908 | $4,221-31.1% | $3,653-20.4% | $4,762-38.9% |
| Participant deferral / active EE | $4,324 | $4,845-10.7% | $4,236+2.1% | $5,850-26.1% |
| Admin fee / account holder | $1,336 | $7,079-81.1% | $5,794-76.9% | $11,596-88.5% |