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 | $31,494 | $45,073-30.1% | $69,455-54.7% | $72,985-56.8% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 131.93% | 22.65%+109.3pp | 28.97%+103.0pp | 81.00%+50.9pp |
| Employer contribution / active EE | $1,384 | $2,054-32.6% | $2,779-50.2% | $2,440-43.3% |
| Participant deferral / active EE | $7,664 | $2,602+194.6% | $3,535+116.8% | $3,607+112.4% |
| Admin fee / account holder | $2,258 | $3,056-26.1% | $3,839-41.2% | $5,124-55.9% |