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 | $41,615 | $99,918-58.4% | $81,382-48.9% | $145,922-71.5% |
| Participation rate | 83.3% | 74.2%+9.2pp | 69.5%+13.8pp | 80.3%+3.1pp |
| Annual return | 10.39% | 34.32%-23.9pp | 24.73%-14.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,674 | $2,978-43.8% | $2,463-32.0% | $4,660-64.1% |
| Participant deferral / active EE | $2,849 | $4,605-38.1% | $3,883-26.6% | $6,688-57.4% |
| Admin fee / account holder | $685 | $8,212-91.7% | $5,768-88.1% | $13,397-94.9% |