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 | $100,004-58.4% | $81,438-48.9% | $145,959-71.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 10.39% | 34.34%-23.9pp | 24.74%-14.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,674 | $2,970-43.6% | $2,460-32.0% | $4,661-64.1% |
| Participant deferral / active EE | $2,849 | $4,603-38.1% | $3,883-26.6% | $6,689-57.4% |
| Admin fee / account holder | $685 | $8,202-91.6% | $5,764-88.1% | $13,398-94.9% |