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 | $31,720 | $63,346-49.9% | $92,233-65.6% | $70,131-54.8% |
| Participation rate | 97.1% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.6pp |
| Annual return | 13.75% | 530.12%-516.4pp | 176.28%-162.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $9,888 | $2,471+300.1% | $3,679+168.7% | $2,342+322.1% |
| Participant deferral / active EE | $5,663 | $2,854+98.4% | $3,897+45.3% | $3,332+70.0% |
| Admin fee / account holder | $1,742 | $3,840-54.6% | $5,194-66.5% | $4,645-62.5% |