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 | $18,882 | $105,859-82.2% | $90,160-79.1% | $147,584-87.2% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 23.76% | 37.63%-13.9pp | 34.88%-11.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $5,454 | $4,126+32.2% | $3,318+64.4% | $4,876+11.8% |
| Participant deferral / active EE | $9,345 | $5,733+63.0% | $5,288+76.7% | $5,439+71.8% |
| Admin fee / account holder | $335 | $8,046-95.8% | $5,943-94.4% | $10,885-96.9% |